Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
MARKET PERSPECTIVE Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
Inflation and the cash rate continually hit news headlines at the moment, but are you aware of what is happening to one of our...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
In their most recent Insight, EMD on the bread line, Aviva Investors has outlined how soaring food prices and social unrest intertwine with countries’...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners ActiveX  As we move into times of inflation, what do you need to know to...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management Historical patterns can provide a useful roadmap for the future but can sometimes...
We hear plenty of experts talking about sectors they favour in the current environment, but how does this translate to your portfolio? In this article,...
Jay Sivapalan, Head of Australian Fixed Interest for Janus Henderson Investors, discusses the very different investment landscape we find ourselves in after the pandemic...
Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...

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