Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
From Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
Commentary from John Kerschner, Head of U.S. Securitized Products at Janus Henderson on April’s inflation print and what the implications may be for the...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
Investors have endured a tough year. Barry Gill, Head of Investments, UBS Asset Management, introduces the year-end edition of their investment publication and discusses...
Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market...
