bonds

We believe there are growing risks to the credit spreads of financials, despite what market sentiment might suggest. This is technical in nature rather than...

Things are changing quickly in the $130 trillion global bond market, and with change comes opportunity. For the better part of the past two years, investors have...

The distinct advantages of private debt must look appealing to investors seeking stable income streams in a world wary of inflation and central bank intervention. In...

Following Premier Dominic Perrottet's sensational announcement in late September that NSW would use the $26 billion that had accumulated in his Debt Retirement Fund to...

Under the hotly contested Your Future, Your Super rules recently introduced by the government, super funds' default products are now subject to an annual performance...

In the AFR today, John Kehoe reports on another huge shock for bond markets with the NSW government sensationally announcing late Friday afternoon that it will be...

In the AFR I write that two big dramas playing out this week are the bond market trying to bully Martin Place into tightening monetary policy and allegations that NSW...

Central banks in advanced economies have come to realise elevated inflation will persist for longer. They no longer see inflation as transitory, and recognise it will...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...

While the Evergrande episode continued, Fantasia, a Chinese property developer, missed its $205 million bond repayment on 4 October. The latter is making the headline...