Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton, believes concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated.
Robert Abad, Product Specialist at Western Asset says,...
Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds last year.
EM: Teiki, could you please share how you see floating rate securities in 2023 panning out in terms of interest rates, peak interest rates...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It feels like boom time. Markets are hitting all-time highs. The US economy continues to defy expectations, adding 303,000 non-farm jobs in March. There are green shoots of recovery elsewhere in the world. The idea that the Federal Reserve...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane with FINA's Brenton Gibbs for a conversation about their market views, expectations, portfolio allocations, and some opportunities.
Brenton: We've recently seen rising geopolitical tensions. Do you...
The Australian regulatory regime is not geared toward the growth of a vibrant retail bond market. This is an issue market participants have grappled with for many years. Despite well-intended amendments to the regime over the past decade, it remains disjointed, unreasonably complex and expensive for widespread retail bond...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings are used mostly to summarise a corporate’s credit worthiness. But it is worth reviewing the 5 Cs of credit because the fundamentals of lending have...
Amundi, part of the Credit Agricole Group and Europe’s largest investment manager with EUR1.729 trillion in assets under management, has released its outlook for the second half of 2021. Here we republish key takeaways. Make sure you read to the end! There are some excellent portfolio allocation notes, risk...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in order, as the central bank has managed to increase interest rates to its desired target and largely price out cuts for the rest of the...
As published in The Weekend Australian on 26 June 2020
In the frenzied final days of the sale of Virgin Australia, more than 5000 local bond investors suddenly found themselves centre stage.
The surprise departure of Cyrus Capital meant that for a very short time there were two remaining bidders for...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate of return and are often sought after when interest rates are rising. While inflation linked bonds are a very good long term hedge against rising...
