A Sukuk is an Islamic financial certificate not unlike a bond in western terms, though there are some key differences. Sukuk bonds are not...
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...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2024.
MARKET PERSPECTIVE
Global growth showing increasing signs...
For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
The Federal Reserve (Fed) will keep rates on hold for now, leading many to anticipate hikes at future meetings.
We think that distracts...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...
By Andrew Lakeman, Atlantic House Co-Founder
Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...



































