fbpx
Home Insights

Insights

All contributed articles by third-party authors

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook. Market review Despite ongoing COVID-19 outbreaks, the commencement of vaccination programs and another round of fiscal easing in the United States helped buoy investor sentiment. Equity markets had another strong month,...
By Max Minack, BetaShares With the RBA cutting the official cash rate and announcing further quantitative easing (QE) measures, as well as the dwindling dividend yields on the Australian and global sharemarkets, the hunt for yield has never been so intense. Despite this, there is one source of return that...
The Covid pandemic has caused governments of all levels around the world to take on huge amounts of extra debt as they face dwindling tax income and the need to provide fiscal stimulus to boost their economies. Fortunately, demand for yield has made issuing bonds relatively easy. Yields continue...
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook. Market Review Risk appetite surged on positive vaccine announcements and allowed markets to look through surging European and US COVID-19 infection rates. Equity markets roared ahead, delivering double digit returns in...
A Biden win in the US presidential election, and vaccines with 90% plus efficacy have lifted financial markets and sentiment has changed to a ‘risk on’ mentality. All boats rise on an incoming tide, including high yield bonds. Purchases in the US to the week ending 11 November were US$3.3...
KPMG analysis finds that the Australian major banks (‘the Majors’) have reported a significant decline in financial performance for the full financial year 2020. KPMG’s Major Australian Banks Full Year Analysis Report 2020 finds that the Majors reported a combined cash profit after tax from continuing operations of $17.4 billion,...
Yields on investments are still declining. In the last few weeks, neo banks Judo and Volt have cut deposit rates. Judo’s one year term deposit rate has dropped from 1.41 to 1.23 per cent, still well out in front of the major banks, but it goes to show just how...
Introduction The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments both in Australia and globally.  Australian investors are keen to play a role in financing this transition, however, need to solve the challenge of investing in...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries. Fortunately, some funds have been sympathetic to investors’ plight and the need for income and dropped fees accordingly. However, others persist with a high fee agenda, are the fees worth...
Last week we saw the Australian government come out with a massive stimulus package that will push Australia’s net debt to almost $1 trillion as it fights to protect jobs and the economy.  If we turn our attention to the US, it looks like agreement between the democrats and...

Recent Articles

Most Popular

Green Bonds On Track To Grow In 2021: Calvert

The green finance market, similar to almost every other aspect of 2020, was shaped by the COVID-19 pandemic. According to Calvert Research and Management,...
university bond

University of Melbourne Issues a 10-year Bond

After successful bond issues by Western Sydney University (WSU) and University of Wollongong (UOW) late last year, the University of Melbourne is the first...

Alibaba Taps Bond Market in Multi-billion Dollar Raising

Embattled Chinese e-commerce giant Alibaba Group will this week look to commence raising between US$5 to 8 billion in a bond issue as it...

Australian Economic View – January 2021; Janus Henderson

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook. Market review Despite ongoing COVID-19 outbreaks,...
la trobe financial

ASIC Starts Proceedings Against La Trobe Financial

On Friday, ASIC announced it had commenced civil penalty proceedings against La Trobe Financial Asset Management Ltd in its capacity as responsible entity for...