bonds

Rise of the triple B’s

Craig Morabito

Over the past decade, the value of the investment grade (IG) corporate bond market has nearly doubled, from USD4.8 trillion in June 2008 to USD9.3 trillion today. Interestingly, the weighting of BBB rated bonds in the IG market has risen at an even quicker pace. Over the same period, issues... Show More

4 predictions for the rest of the year

Charlie Jamieson

2018 has been, so far, a year of transformational markets driven by populism, politics and policy. Tectonic plates are shifting under the market, and investors are rightly nervous. Despite nearer term fluctuations, U.S. equity markets still remain close to record valuations while looking fatigued. Meanwhile, Quantitative Easing (QE) is being... Show More

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Inflation: no room for complacency

Paul Hennessy

The recent uptick in global market volatility has been driven by fears about price pressures and inflation. My colleague, investment director Andy Budden, answers questions about the inflation outlook and reflects on its implications for different asset classes. Show More

There's a storm coming

Brett Gillespie

In “The Second Machine Age”, Eric Brynjolfsson and Andrew McAfee from MIT, chronologise how quickly technology is changing the world, and posit what the world might look like in the future. "Most fear that technology will replace most jobs. But the analogue and prediction I found most interesting was that... Show More

Bond issuance to underpin rising market opportunities

Tamar Hamlyn

The Australian Commonwealth budget announcement overnight has confirmed the size and trajectory of the Australian government bond market. The Australian Office of Financial Management’s (AOFM) updated issuance plans also indicate that bond supply will remain persistent. This acts to underpin capacity in the bond market for large investors seeking access... Show More