Signs of a confidence shock
Rate volatility is back
Where are the safe-havens?
The market symptoms of a confidence shock. It is rather uncommon to...
In the lead up to Tuesday’s RBA Monetary Policy Board meeting to assess the cash rate, Jay Sivapalan, Head of Fixed Interest at Janus...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
AI capex still has the bond market’s attention, says Chamath De Silva – Head of Fixed Income at Betashares
Global bond markets remain challenging to...
By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
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...
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...
From Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management
Global yields jumped during the past week, with U.S. Treasury yields on...


































