bonds

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...

Following in the footsteps of Evergrande, our credit analysts have provided the following update on two other Chinese real estate companies that are failing to repay...

The outlook over the next two years is not without risk. There will always be uncertainties in investing, from bouts of geo-political tension and financial hazards, to...

In the AFR I write that while some of the record heat is coming out of Aussie housing, which should be reinforced by out-of-cycle rate hikes from lenders and...

Where will income come from? Today's investors need to know, particularly if they have an eye on retirement and aim to grow their assets while funding anticipated...

As the AFR's Cecile Lefort reports, there was quite extraordinary demand for a new bond issue (actually, dual-tranche 2026 and 2028 issues) from the NSW government on...

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...

The heightened US-China relationship tensions since the Trump administration have forced China to re-finesse its domestic economy priorities. This backdrop makes the...

The COVID-shock of 2020 put a spotlight on a design flaw in Australian banking regulations. At a time when governments are borrowing lots of money, and the RBA is...

A singular COVID-19 case emerged in New Zealand the day before the RBNZ monetary policy meeting in August. Without any hesitation Auckland went straight into a 7-day...

NAB has launched the first benchmark 5-year major bank senior bond issue since January 2020 (ie, prior to the advent of the COVID-19 crisis). This was consistent with...

Since the hawkish Fed meeting in June, investors have talked of a ‘policy mistake’ that could undermine the central bank’s Flexible Average Inflation Targeting...

Strong underlying fundamentals and a favourable outlook for 2022 and beyond are apparent across non-investment grade (IG) credit. Within such markets, issuer default...