The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to...
The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since...
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...
From Thinktank's business development manager, Lauren Ryan The non-bank lending market has been garnering consistent headlines in recent weeks, as growing economic divergence puts the...
As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are...
From asset manager Wellington Management The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023 when Fitch...
My view on fixed income markets at the beginning of 2026 remains consistent with my perspective from 2025: I continue to expect long-maturity, high-quality government...

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