investment grade

Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward

New bond issues are surging and so are returns. Strong demand and falling rates make now a prime time for fixed income investors.

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.

In 600 BC, Greek fabulist Aesop described the essence of investment decision-making as, "A bird in the hand is worth two in the bush." To flesh out this...

Riding the wave There is a lot of noise in the market now, with inflation numbers coming in at around 6% in Australia and closer to 8% in the USA. Although interest...

Credit is smouldering right now. When that smoke becomes fire, the door becomes a key hole and only the first few get through. The rest get burnt. Holding credit risks...