bonds

In this second of a three-part series from guest contributor, ex ANZ Chief Economist, Warren Hogan, this note assesses the outlook for US bond yields and explains why...

(Ed Note: first published December 2017) In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our...

Asset markets are running on a high and investors risk appetites are growing, it seems like the shadow of the GFC has finally faded and the boom is back on. With...

High yield bonds are tempting but come with greater chances something could go wrong. This wire gives some tips in getting the balance right between high yield and...

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the...

Most of the time only a few things really matter with respect to the outlook for the global economy. If one can work out what those key debates are, and how they...

In the AFR today I examine whether Aussie corporate and financial bonds are currently cheap or expensive relative to pre-GFC and post-GFC spread levels, on the basis...

Bond Bears have become vociferous again in line with the recent move higher in US 10 year yield, which has moved higher by 36 bp, the highest for the year thus far as...

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance sheet normalization plan in...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator I put together based on the...

Australia's main fixed-income index — against which almost all superannuation funds benchmark — delivered its fourth worst return in modern history over the 12 months...

When we said yesterday that considering June’s seasonal weakness investors should keep some ammunition for buying opportunities later in the month, we didn’t imagine...

A reset has occurred in the bond markets with sentiment going from extreme pessimism - expecting higher yields, back to the opposite side with the bond sentiment...