By Sonal Desai, Ph.D. Chief Investment Officer, Franklin Templeton Fixed Income
Bond investors have started the new year on a very upbeat tone. They seem convinced that the battle against inflation has already been won. The Federal Reserve (Fed) might nudge rates up a bit more to stay on the...
Australian companies and Australian investors deserve urgent action to fix the broken corporate bond market. It is no longer good enough to keep kicking the can down the road for someone else to mend.
There is a clear desire by Australian companies to issue corporate bonds and there is a...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
Uncertainty persists for the global economic outlook as hawkish central banks battle with high inflation in the face of weakening growth expectations.
The US Federal Reserve has signaled a...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market participants cheered when US inflation finally started to ease, and boosted hopes that inflation, at least in the US, had peaked. Naturally, global equities...
Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for the year ahead.
Key takeaways:
• Whilst central banks had to act swiftly to arrest inflation, the pace of tightening in most regions has slowed and should...
Jay Sivapalan, Head of Australian Fixed Interest, Janus Henderson Investors, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.
Looking to 2023 and beyond, we see a number of structural forces akin to tectonic plates moving within the global economic landscape. These are...
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...
Investors have endured a tough year. Barry Gill, Head of Investments, UBS Asset Management, introduces the year-end edition of their investment publication and discusses the issues facing investors over the months ahead.
Wow! What a tumultuous period this has been. It seems as if we have been riding a tidal...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to start thinking about adding interest rate risk, also known as duration.
Once interest rate expectations start to reverse, fixed-rate bonds will outperform.
Last week I looked at...
Fixed income offers more attractive valuations and higher income than equities again. In addition, fixed income has historically offered lower volatility than equities, as well as de-risking solutions and potential diversification benefits. Now is the time to consider bonds.
#1. Fixed income has become relatively cheap. The valuation of fixed income has...
