From Seema Shah, Chief Markets Strategist, Principal Asset Management
With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
A yield curve shows the relationship between interest rates and the term to maturity. It plots interest rates on the y-axis and term to...
From Insight Investment
The Fed took a modestly more hawkish tone at the latest FOMC meeting. It announced it will begin slowing its pace of...
By Ken Hanton, Independent Fixed Income Specialist
What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
From Henry...
Amundi Asset Management has released a new paper covering its 2023 Investment Outlook, titled “Some light for investors after the storm."
We present here the...
In this Q&A, Sunita Kara and Brent Finck from Aviva Investors discuss why recent developments in high-yield markets strengthen the case for active management.
Read...
From Moody's Ratings
Australian US-dollar issuance is dominated by investment-grade issuers that benefit from Australia's (Aaa stable) diversified economy, supported by strong immigration-led population growth...



































