After the Fed hike Why today's bond backdrop looks different from 2022 Fed FOMO and FOMU In the world of central banks, being the last...
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...
By RBA analyst, Bradley Speed This article has been sourced from the Reserve Bank of Australia. Article first published here. In this note, I estimate the...
AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...
Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews Australian property lenders and private credit managers are under greater scrutiny than...
This is Part 2 of a white paper by La Trobe Financial’s CEO, Chris Andrews - you can read Part 1 here. Investors should now...
Active global investment manager Ninety One has published a new analysis highlighting the rapid development of emerging market private credit. The asset class attracted a record...
By Michael Frearson, Executive Director and Head of Fixed Income, Real Asset Management Following news of redemption gates across several property-backed funds, a large Sydney...
I recently had the privilege to interview Steve Boothe from T. Rowe Price about investment grade (IG) credit. I had heard him speak at...
Australian bond investors were badly hurt because of what they were earning and where yields started. Both are now much better, and the risk...

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