By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen. Key takeaways: -The second and third-order effects of the Strait of Hormuz crisis...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks. “We believe a US default is...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies. The risks associated with many technology companies...
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Robert Tipp, chief investment strategist, fixed income, and head of global bonds at PGIM has commented on why the Federal Reserve’s December rate cut...
Pursuing social and environmental impact alongside financial returns A joint paper from T. Rowe Price by: Matthew Lawton, Portfolio Manager, Global Impact Credit Strategy Hari...
Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...
What the current rate environment means for your bond portfolio, by Matthew Macreadie, Income Asset Management. Over the past several months, the Reserve Bank of...

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