From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
By Sonal Desai, Ph.D. Chief Investment Officer, Franklin Templeton Fixed Income
Bond investors have started the new year on a very upbeat tone. They seem...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
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...
