Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook.
The following outlook includes directions to investment destinations where the water may prove warmer and...
Can Government Bonds Continue to Act as Defensive Investments?
Government bond markets are now at the precipice of a paradigm shift. Unprecedented global fiscal stimulus....
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
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....
Australia's economic momentum appears to be "peaking" after months of surprising resilience in the face of volatile geopolitical and economic uncertainty, according to a...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally...
Safety Concerns
We have written and spoken about the shortage of “safe havens” or high-quality assets in the world.
There exists an ever-pressing need for...
