Moody’s Ratings says in a new report that Australian mortgage delinquency rates, which increased over the June quarter, will continue to rise moderately over the...
We sat down with Matthew Nest, Global Head of Active Fixed Income, State Street Global Advisers, the 4th largest asset manager worldwide, to discuss...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
Shift toward Europe and Asia-Pacific IG credit and EMD as asset owners reassess concentration risk
Asset owners are increasing allocations to fixed income as they...
