Featured Archives

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The End of the Free Trade Era, Recession and Inflation More Likely

Contributing Author

Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following: US President Donald Trump's...

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Investors Warned To Position Portfolios For More Tightening

Contributing Author

US inflation came in higher than expected overnight, with prices climbing 8.3% compared to a year ago. The acceleration points to a stubbornly high...

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Filling The Lending Void In A Post-GFC World: Private Credit

Contributing Author

From Craig Brooke, KeyInvest CEO Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...

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Middle East Conflict May Lead to Temporary Flight to Quality

Contributing Author

Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle...

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Funds To Help Fight Inflation

Elizabeth Moran

US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have...

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Mortgage Delinquencies Are Declining In Most Areas But Pockets Of Weakness Persist

Contributing Author

From Moody's Ratings Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...

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De-anchoring From The Status Quo: What May Follow?

Contributing Author

By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income The first half of 2023 was just the latest reminder...

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Trump and the US Govt 10-Year

Chris Iggo

Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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Three Places To Begin Your Search For Higher Yield

Elizabeth Moran

Yields on investments are still declining. In the last few weeks, neo banks Judo and Volt have cut deposit rates. Judo’s one year term deposit...

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Reversing An Inverted Yield Curve

Contributing Author

By Peter Sheahan, Director - Money Markets, Curve Securities In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...