According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
Amundi, part of the Credit Agricole Group and Europe’s largest investment manager with EUR1.729 trillion in assets under management, has released its outlook for...
With the rise in inflation expected to lead to increases in interest rates in 2026, what will that mean for fixed income investors?
Philip Brown,...
Australia’s 2026 Budget reshapes investing: proposed CGT and negative gearing changes make income assets more attractive, says Income Asset Management's Jon Lechte.
More Powerful Than...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief...
Apostle Funds Management’s Steven Spearing provides insight in light of market volatility, geopolitical pressures, the risk of recession and what implications this has on...



































