Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Market review
Expectations for a post-vaccine global rebound were buoyed by further proposed fiscal easing from the new Biden Administration and US Federal Reserve (Fed) signalling of a long period of...
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Richard Holden, UNSW
After years of repeatedly missing its inflation target through too timid monetary policy, in the past week the Reserve Bank has decided to get tough.
Not only did it hold its closely watched cash rate target steady at 0.10% at Tuesday’s board meeting, it ramped up its...
I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a graph of historic CPI quarter over quarter. You can see the significant drop last year and the corresponding spike the next quarter. However, nothing more...
Jay Sivapalan - Head of Australian Fixed Interest at Janus Henderson - discusses what caused February’s bond market volatility and how the team are actively navigating the challenging conditions.
Over February the Australian bond market1 was down approximately 3.5%, suffering its biggest negative monthly return since 1983. In combination with...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton Vance EMD team, managing U.S.$8.4 billion in assets, has EM FX as a clear “overweight” risk factor for the first time ever. The team is...
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market review
The reflation trade gathered momentum over the month and bond markets sold-off sharply in February. Given the rapid pace of the vaccine rollout offshore and the...
Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and Global High Income Bond Strategies Portfolio Manager Samy Muaddi whose role is exclusively focussed on debt markets. He describes how the world can get itself...
Liz Harrison, Fixed Interest Analyst - ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market review
Bond markets remained volatile in March. The recovery story picked up pace in the US market, backed by strong economic data, a rapid vaccine rollout, an...
Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds Talks About Life And Government Bond Strategies In The Coming Year - Part 1.
I’ve watched and admired Charlie Jamieson for years. Setting up with partner Angus Coote a business focused on the highest quality bonds – federal and state government...
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...
