From Principal Asset Management
With the economy slowing and inflation moderating, the Federal Reserve (Fed) should be gaining the confidence it needs to start rate...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
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...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
ASX-listed bank hybrids are being phased out and will disappear completely by 2032. Interestingly, the number of over-the-counter corporate hybrids is growing, and these...
Global and Australian market commentary from Jamieson Coote Bonds
The changing bond market
After the rapid rise in the cost of capital the world over, economies...
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 Matt Simpson, Senior Market Analyst, City Index
There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...
