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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...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end of the 2008/2009 global financial crisis (see chart below). Institutional investors may understandably be tempted to allocate more to these strategies – not just because of...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but not well known by others. Here’s an abridged discussion from the conference with five panelists: Peter Riedel from Liberty Financial June McFallon from Allied Credit ...
Are we done with rate hikes? Or can't rule them out? Or should we be preparing for rate cuts? It might seem as though more than ever, there is a lack of agreement about where monetary policy is headed. Generally, that tends to be the case around turning points in...
Blossom co-founder and CEO, Gaby Rosenberg says that their 2024 investment outlook anticipates that demand for the stability of fixed income will remain strong. ​Blossom anticipates investor demand for the stability that fixed income offers to remain strong in 2024 as equity and property markets continue to experience volatility. The...
By Peter Sheahan, Director - Money Markets, Curve Securities My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of bull/bear flatteners, bull/bear steepeners and inverters are all daily talking points. The transition between the current profile and the emerging one is where the fun lies....
I read a lot and when something new comes across the desk, I want to read more. This happened last week when Ferguson Hyams sent through the latest results of their Ferguson Hyams Opportunities Fund. The fund specialises in asset backed, alternative and high yield strategies. The group have...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion. As an economic downturn quickly comes and goes, conditions stabilize, and the Federal Reserve potentially reduces rates in the year ahead, this substantial pool of...
Clearer outlook sets the stage for credit outperformance in 2024 The principal concern for investors today is that a "higher-for-longer" rate environment could further dent corporate valuations, raise worries about issuer refinancing and default risk and even pose the risk of destabilising another area of the economy, according to Western...
As a large lender in private markets, Aviva Investors has access to a pool of proprietary data they use to analyse market trends and enhance investment decision making. The data shows that during economic downturns or periods of market stress, illiquidity premia tend to be squeezed as private debt...

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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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XTB Corporate Bond Issuer In Liquidation

Liquidators have been appointed to the two companies behind the XTB range of corporate bond ETFs following Equity Trustees suspending redemptions last month according...
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...
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ANZ Launches ANZ Capital Notes 9 Offer

ANZ Bank has today launched its Additional Tier 1 capital security offer, ANZ Capital Notes 9, seeking to raise around $1 billion. At the same...
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IAG Announces Margin On Capital Notes 3 Offer

Insurance Australia Group this week announced the offer of Capital Notes 3, seeking to raise A$300 million. The offer is part of IAG's capital...