government bonds

While media reporting on Victoria's budget has been confusing, it has surprised the market, investors and analysts with material downward revisions to the size of...

Yesterday, APRA released data for the banking system that revealed that balance sheets are growing very rapidly. Specifically, total bank resident loans/leases grew at...

Last week NSW's investment and debt issuance agency, TCorp, announced that it had completed the first $1 billion of its proposed $11 billion of bond buy-backs using...

Commonwealth Bank's recent $4 billion bond is the first big issuance of 2022, and the largest of its type in Australian history. It dwarfs the previous record holder...

There are a bunch of big regime changes in Aussie fixed-income markets that are going to materially change asset-pricing. Our detailed modelling shows banks are going...

Government bonds offer a compelling opportunity for income investors as the world adapts to once-in-a-generation economic challenges and central banks struggle to...

With spreads largely at all-time lows and sourcing real yield proving problematic, asset allocation is challenging for those with constrained mandates. Flexibility in...

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...

Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution. As we have seen over the last few years, the...