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Market Wraps
credit
Latest news and analysis on credit
Fixed Income
September 25, 2024 08:30
Hotspots of risk in Australia's credit markets
With Australian credit the in-vogue topic, there are no shortage of compelling pitches for why to invest.
Josh Manning
Manning Asset Management
September 25, 2024 08:30
Asset Allocation
September 11, 2024 19:45
How your portfolio should be positioned entering the Fed's first rate cut
Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.
Isaac Poole
Ascalon Capital
September 11, 2024 19:45
Fixed Income
June 10, 2024 10:15
Don’t let biases towards global credit overshadow the opportunity
While higher yielding segments of global credit markets can add alpha to diversified investment portfolios, these opportunities are often overlooked by Australian...
Teiki Benveniste
Ares Wealth Management Solutions
June 10, 2024 10:15
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Investment Theme
May 07, 2024 06:55
Forget neo-banks: Introducing Australia’s new leading lenders
Non-bank lenders are offering borrowers a compelling alternative and investors a handsome premium.
Timothy Dowling
Aquasia
May 07, 2024 06:55
Fixed Income
March 26, 2024 11:00
How credit investors are navigating rate cuts and geopolitical volatility
Confidence is back - but volatility isn't going anyway for investors. Ares' Samantha Milner shares her views on how Ares is investing.
Sara Allen
Livewire Markets
March 26, 2024 11:00
Equities
March 20, 2024 11:46
Casting Credit: The risks facing US credit and equities in 2024
US market valuations have continued to rise. Equity price-to-earnings ratios are at two-year highs and credit spreads are back to where they were before the Federal...
Chris Iggo
BNP Paribas Asset Management
March 20, 2024 11:46
Fixed Income
January 10, 2024 09:51
2024 promises to be a year of clear winners and losers
Investors should be rewarded for superior security selection as they navigate rising impairments in Australia’s high yield and debt markets.
Phil Strano
Yarra Capital Management
January 10, 2024 09:51
Fixed Income
December 19, 2023 16:16
Where credit investors should be positioned ahead of the next 12 months
While it’s unclear how the macro environment will play out in 2024, the one thing is certain. Fixed income has its defensiveness back.
Roy Keenan
Yarra Capital Management
December 19, 2023 16:16
Expert Insights
December 01, 2023 08:15
Bigger businesses and better structure provide strong opportunities in this asset
class
And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
KKC
KKR Credit Income Fund
ASX:KKC
Followed by
38
people
KKC
KKR Credit Income Fund
ASX:KKC
Followed by
38
people
Ally Selby
Livewire Markets
December 01, 2023 08:15
Views from the Top
November 07, 2023 07:30
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
November 07, 2023 07:30
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