Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
September...
Investors are being warned to be skeptical about the validity of some sustainability-linked bonds (SLBs) amid claims that credible SLBs are becoming harder to...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2021
Portfolio positioning
We remain modestly underweight...
Australian investors sharply reduced their subscriptions to managed funds in 2022, according to the latest Fund Flow Index from Calastone, the largest global funds...
Ardea Investment Management, one of Australia’s largest fixed income investment managers, has launched a long-running relative value fixed income fund for the European market.
A...
Today, Challenger Life, Australia’s largest provider of annuities, announced a new market-linked lifetime annuity that helps retirees to overcome longevity risk (outliving their retirement...
by Robert Almeida, Portfolio Manager and Global Investment Strategist
With higher rates, cash is becoming a viable alternative to risky assets, leading to higher...
Fixed-income manager Western Asset, part of Franklin Templeton, has forecast that volatility in fixed income markets will decline this year, giving bonds the scope...
