Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...
Key takeaways:
Our analysis suggests UK rates could behave very differently depending on which leadership pairing emerges and whether continuity-minded fiscal management prevails.
Bond...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
Uncertainty persists for the...
The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
