The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
From Seema Shah, Chief Markets Strategist, Principal Asset Management
With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
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,...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
BetaShares' chief economist David Bassanese responds to the suggestion that The Reserve Bank should face its first independent review in 40 years under a...
Over the last decade, Australia's lending landscape has transformed. Gone are the days when the "big four" controlled the vast majority of Australians' credit...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
