Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...
The Fed sent a strong signal that interest rates will remain higher for longer, as Franklin Templeton Fixed Income chief investment officer Sonal Desai...
By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank. Long-end pain, front-end gain With 10-year and 30-year yields hitting multi-decade...
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure. Key Points: Global investors increasingly drawn to...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
By R.J Gallo, senior portfolio manager at Federated Hermes The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...
The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. How have we gotten to this point,...
The Paris Olympics may be just around the corner, but bank-subordinated debt is the hottest ticket in town right now with investors queuing up...
The US dollar may be down, but it is not out The IMF view on the global economy US asset performance has been...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch Just like 2022 was the year of the global hiking cycle and 2023 was the year...

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