From Apostle Funds Management portfolio manager Joe Unwin. Why investors should favour credit over other asset classes in 2023 Relative value in both defensive and...
The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...
​For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Some highlights from a piece by Seema Shah, Chief Global Strategist at Principal Asset Management, on the updated macro impacts of the conflict in...
Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and...
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure. Key Points: Global investors increasingly drawn to...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited Emerging Markets government bonds performed very well year to date and the outlook for the...
Key takeaways: AI-led profits helped push US equities to their best month since late 2020, brushing aside the rise in oil prices, further bolstered...
An excerpt from the State Street 2Q26 Fixed Income Forecast From an economic perspective, the shorter the conflict, the more likely that the shock is...

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