By Steven Boothe, Head of Investment-Grade Fixed Income at T. Rowe Price
Diminished price discovery, flawed sampling methodologies, elevated transaction costs, an inability for passive...
A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
By Ares Australia Management
Market dislocations have become shorter and more frequent since the Global Financial Crisis (“GFC”), also referred to as the Great Recession.
The...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors.
• The reasons...
Last week I was fortunate enough to interview Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes who was visiting Australia...
In trying to absorb the “new normal,” capital markets have re-priced assets in ways that create a more balanced picture between equity, fixed income...
Gold has been having a dream run, performing exactly as it should in stressed markets.
The yellow metal is up around 30 per cent in...



































