J.P. Morgan Asset Management has released its 2024 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns across asset classes. The research provides actionable insights as investors look to build smarter portfolios in the midst of a transition from disinflation to reflation, and from policy...
The COVID-19 pandemic upended financial markets and delivered an enormous shock to the global economy. It forced a rapid transition from late cycle into the downturn phase of the global credit cycle. Here, U.S.-based, Loomis Sayles & Company shares its analysis of the credit cycle and key factors they’re...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this article, we discuss the advantages and disadvantages to help you determine if they might be right for you.
A capital note is a hybrid product and...
At FINA, we track fixed income ETFs and managed funds with our ‘Finders’ to help you narrow your search for products that might suit your portfolio.
We don’t make any recommendations as such but try to help you work out what is important.
When assessing fixed income ETF performance, the first...
A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1.
Tell me what your thoughts are on the current market, is this an opportunity to buy in? Will rates go higher from here? How do you feel about inflation?
Good timing Liz, I’ve only...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit has favourable risk and return characteristics that can complement an allocation to cash, government debt, and riskier assets such as equities. However, credit is a broad...
Global Bonds Portfolio Manager at Janus Henderson Investors Andrew Mulliner provides commentary on US inflation figures.
The big beats in US CPI today do tell us a few things about the current economic environment, but one of those things isn’t that there is a change in the secular inflation regime.
The...
By Sheldon Chan, Portfolio Manager of Asia Credit Bond Strategy at T. Rowe Price
Asia credit suffered notably last year, prompting investors to think whether it will see the light at the end of tunnel in 2022. While volatility persists, we believe the market remains a high-quality segment of the...
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2022, the challenges and surprises faced by the economy and what to expect in the year ahead.
Key takeaways:
Despite the challenges faced in 2022, the economy has been surprisingly resilient.
With few signs yet...
