equity

Is it possible for hybrid investors to do better than a synthetic of bank equity and debt? We believe so.

The path to lower interest rates is clear - at least in market pricing terms.

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.

We believe there is plenty investors can take solace from including positive structural trends across credit markets, technology and ESG.

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...

Our new podcast has just landed, with a focus on Micron Technology

Australia equity sectors with growth at a reasonable price: healthcare, industrials, utilities (Siwat Nakmai)

Risk premia are getting thin, again.

This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan.

Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets.