credit spreads

Latest news and analysis on credit spreads

The Rules of Investing

Cuts are coming, equities are full, and Trump is being underestimated by everyone

Yarra Capital's Roy Keenan is a fixed income tragic, with 40+ years in the chair. Here, he shares his take on today's key market themes.
The Rules of Investing
Livewire Markets
Income

This fundie returned 9.33% in 12 months without holding a single equity

We all want great returns for appropriate risk. Yarra's Roy Keenan seems to have found the formula amid the ever-shifting credit landscape.
Chris Conway
Livewire Markets
The Pitch

How the "higher for longer" world influences where this investor puts cash to work

With spreads so tight and rates so high, where is the best place to make your cash work for you?
Hans Lee
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Views from the Top

Why this credit investor sees returns of up to 8% from here

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano
Chris Conway
Livewire Markets
Fixed Income

Demystifying the inter-relationship between interest rates and credit spreads

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.
Clive Smith
Macro

Pricing in a soft landing

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?
Max Pacella
Rest Super
Fixed Income

Is there a better way to capture ‘credit like’ premiums?

The recent selloff in credit premiums has resulted in many investors experiencing a negative return on exposures within their portfolios. This highlights the...
Clive Smith
Fixed Income

Chart of the Week - Banks Taking a Cautious Approach

Credit Spreads vs Lending Standards: The latest Fed loan officer survey (which asks banks whether they are making it easier/harder for people to get a loan), showed...
Callum Thomas
Topdown Charts
Equities

Weekly S&P500 ChartStorm - 6 March 2022

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...
Callum Thomas
Topdown Charts
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