The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
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 recent Jana Investment Advisors conference brought many esteemed global professionals together. I was fortunate to interview Steve Boothe, Head of Global Investment Grade...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
