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From asset manager Wellington Management The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation in a particular economy than has been seen over the past 20 years of globalisation. Markets and central banks will take time to adjust, but...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income If central banks' urgency to return inflation to their respective targets encapsulated an underlying theme of the global economy in 2023, early 2024 starts with assessing the ramifications of their initial success. It is a fitting time...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors. Our growth projections for the United States continue to improve as a “soft landing” becomes the most likely outcome, while other economies may face harsher conditions. US and European central...
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors. • The reasons behind the optimistic outlook for government bonds and credit • Why EM asset prices should remain resilient • The risks to look out for in 2024 After years...
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society and the Australian economy. This article from the Australian Bureau of Statistics looks at how prices and their collection have changed over time to provide...
By Benoit Anne, Managing Director, Investment Solutions Group While there have been plenty of fears in global markets in the recent past, we believe that the fixed income fear of missing out (FIFOMO) is going to be the new fear that fixed income investors will soon be facing, and a positive one....
There’s growing consensus that rates have peaked and now is an opportune time to reassess investment options, prime case in point is Term Deposits (TDs) versus actively managed bond funds. At the end of November 2023, the Yield to Maturity on the Australian Composite Bond index had surged to 4.53%, compared...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in 2023, a 37% improvement year on year. It is always interesting to know where investors are allocating their funds. We’re in the process of updating our...
SIFMA is a US securities industry member association and they do a lot of work advocating for effective and resilient capital markets. Its recent 2024 Capital Markets Outlook provided some valuable insight into global equity and fixed income markets. In this article, we republish some of its insights. According to...
Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income The end of the Great Moderation is introducing an era of volatility in growth and inflation. Investors are adjusting to the contours of the new global paradigm, but ultimately, a new regime of higher...

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PODCAST: The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank

PODCAST: The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank

Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks...

Investors Hunt Down Income Amid Economic Turbulence

From Global X ETFs Product and Investment Strategist, Marc Jocum. Investors today face a challenging economic landscape. In the wake of the Covid-19 pandemic, central...
Buy Point for Fixed Income

Buy Point for Fixed Income

The US Fed held rates overnight. In this brief Q&A, Robert Tipp, Chief Investment Strategist & Head of Global Bonds, PGIM Fixed Income reviews...

S&P Default Rate Study

From Income Asset Management While yields have improved in the Australian BBB space, it’s also nice for investors to know their money is relatively safe. S&P...
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Green Treasury Bond Roadshow to Commence

The Australian Government is planning to issue the first Green Treasury Bond between April and June 2024 and will shortly commence a roadshow ahead...