Credit Cycle

The global economy is seeing a deterioration in credit conditions as higher interest rates and tighter lending criteria increase the cost and reduce the availability...

While it’s fair to say that 2019 was a forgettable year for Australia’s Major Banks, investors holding their debt had a much better time of it. Amidst the chase for...

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and...

One of the advantages claimed by investors in more credit-oriented portfolios is that credit returns often provide partial protection against rising interest rates. ...