Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned...
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...
From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds
Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...
T
he Australian ETF industry continues to grow strongly, with Quarter 1, 2019 cash flows reaching $1864 million, and returns bouncing back from December lows,...
The U.S. economic outlook has improved in recent weeks. But, with U.S. stocks selling at historically expensive valuations, we think high yield bonds may...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central...
