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Global Markets Last week was clearly volatile for global markets, with the attack on Ukraine initially causing a risk-off move, followed by a risk-on recovery on relief that Russian sanctions did not extend to oil and gas exports and all the mayhem at least seemingly reduced the risk of a...
Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming off the first major offer for the year from ANZ.  How do you see the outlook for Capital Notes as an investment in 2022? The demand is...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues. The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
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...
Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, writes regarding recent market volatility and its implication for investors. The volatile start to the year in financial markets is unlikely to abate soon. Sustained inflation, a looming Federal Reserve (Fed) rate‑hiking cycle, tightening liquidity conditions,...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management Interest rates have decreased dramatically over the past decade and fixed income returns have declined in tandem. Some of these changes may unwind as we enter a...
US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have to raise interest rates faster than expected. The first US interest rate rise is expected in March and recent consensus is for three rate rises...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone, asset manager Amundi has released an investments insights blue paper looking at these trends and how multi-asset portfolios can be resilient in an inflationary regime....
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that have similar features. The international market is much more diverse and offers some really interesting options, but the investments can also be much higher risk. Daintree recently...
By Anthony Si, Senior Investment Specialist at Citi Australia.  We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely to the daily news cycle and fixed income is impacted by negative perceptions of underperformance in an expected period of rising interest rates. There are two...

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