corporate bonds

Both Australian and US default data point to rising stress

As central banks close in on their respective terminal rates, bringing the current tightening cycle to an end this year, we look at the trading implications for 2023...

A year ago, investors were questioning the prudence of the 60-40 blend and no one was predicting that, entering the 2022/23 financial year, they would be increasing...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Can it be that parts of the credit market look attractive again? Firstly, daring to suggest any aspect of fixed income looks cheap at the moment is about as popular...

Now and again, you stumble across a couple that epitomises happiness, and it is inspiring. Two people who are totally in sync because of (not despite) their...

Today's income investors might be forgiven for thinking the old certainties are not only upside down but all over the place. It's bewildering. Asset classes that...

With spreads largely at all-time lows and sourcing real yield proving problematic, asset allocation is challenging for those with constrained mandates. Flexibility in...

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...

Having launched the first corporate-focused green and sustainable bond fund in Australia, a common question posed to us is in relation to the current green premium or...

The health crisis that combined elements of the Spanish flu pandemic, the Great Depression and the GFC helped redefine what fiscal and monetary policies can achieve....

As Covid-19 ravages through impecunious issuers across the fixed income universe, Adam Grotzinger of Neuberger Berman expects the credit cycle to start afresh as...

There is something quite mystical about government bonds. It is astounding that such a simple financial instrument could be held in such high regard that it can offer...

After somewhat of a slow start to the year, bond issuance has gathered momentum. While this has been mainly led by governments and financial institutions issuance,...

In Australia, many investors are familiar with cash, term deposits and equities. However, bonds remain less well understood and under-invested, which could...

Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not. Unlike government bonds, where central bank appetite and capacity is...

In our previous Collections piece, our quartet of fixed income managers discussed 10 risks that could wreck markets. To recap their views: While US$18 trillion of...

While the ongoing COVID-19 pandemic is tragic and has been incredibly disruptive to billions of people around the globe, it has provided credit investors with a speedy...

These are extraordinary times and they have elicited extraordinary measures from government and central banking authorities the world over, as COVID-19 has infiltrated...

Central banks have taken some significant steps against the impact of coronavirus recently, with the RBA having cut 25 points already and the Fed cutting 50 points...