credit

In some countries, including the UK, Canada, and New Zealand, central banks are now buying more bonds than the government is issuing. So we're actually seeing a...

The recent risk market rally reflects hope for a sharp recovery as economies slowly reopen. However, bond markets are once again diverging from equities and predicting...

Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned...

Investing across the cycle requires a firm grasp of the fundamentals, and perhaps nothing is more fundamental than the flow of money and credit.Indeed, the current...

It’s often said of investing that a rising tide lifts all boats. However, this isn’t always true and the uneven bounce back in debt markets in the last two weeks has...

Fixed income is marketed to investors as a defensive asset class, as a general rule offering principal and income security combined with liquidity. That is the major...

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of...

A few weeks ago in part one of this series, we suggested that this was a unique supply side event where Central Bank liquidity couldn’t redress the major issues of a...

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...

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...