Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit markets for investors who know where to look.
With the La Niña weather pattern inundating us with rain this past year, it’s hard to imagine that...
The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since the Global Financial Crisis.
The US government has stepped in to protect depositors. The government will not bail out SVB. Shareholders are not protected. The deposit protection is...
As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4 trillion ($A48.1t) debt ceiling, Stephen Dover, Head of Franklin Templeton Institute presents his views on the current US debt challenge and the long-term implications for...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder that we have entered a period of elevated macroeconomic volatility where regime shifts are likely to occur with greater frequency and consequence than experienced in...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the end of this year the question is whether the investment climate will begin to turn bleak," asks Stephen Dover, Chief Market Strategist at Franklin Templeton...
Capital Group’s Jared Franz, Robert Lind and Pramod Atluri dissect the outlook for the global economy in 2024.
Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging. Surprising resilience in the United States, Japan and India is helping to boost the global economic...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
Despite a backdrop of nagging recessionary fears and persistent inflation, global credit is looking more attractive to investors now than at any stage over the...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea Investment Management, Victor Rodriguez from CIP Asset Management and Daniel Siluk from Kapstream.
The four asset managers provide an outstanding insight into current markets. There is...
If you are thinking about investing direct, then there are a number of factors you’ll need to assess.
While many of the metrics will be similar to shares, they are some important differences. For example, growth is a crucial assessment when investing in shares. However, bondholders do not care if...
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 start thinking about adding interest rate risk, also known as duration.
Once interest rate expectations start to reverse, fixed-rate bonds will outperform.
Last week I looked at...
