Everything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the Middle East is nearing pre-war levels, but oil and diesel prices remain high. And the world freaked out abo ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreIn 2025, Australia was the third-largest bond market globally with a total issuance of AUD 320 billion. 2026 could be even bigger. Through 27 January, AUD bond issuance has set a record pace this year, with over AUD 50.7 billion issued (see chart below) ...
Learn moreAt a Glance: The Federal Reserve's delays in the much anticipated rate cuts have widespread implications for the U.S. economy and the private sector. In this higher-for-longer interest rate environment, U.S. fund managers are deal ...
Learn moreKey Points The U.S. credit rating downgrade from 'AAA' to 'AA+' by Fitch reflects concerns over fiscal management and has profound implications for investors. Despite initial market stability, potential future downgrad ...
Learn moreCentral bankers were already suffering from analysis paralysis with inflation versus recession, but March has now thrown banking crises into the mix. We live in interesting times! The good news is that for the investor, there are gains to be had in vari ...
Learn moreThe risk-adjusted returns in Australia’s emerging private debt sector consistently beat comparable investments in the more sophisticated markets of Europe and the US, says Christian Brehm, CEO of FC Capital. Australia’s i ...
Learn moreThe Australian economy has many commentators puzzled. Interest rates and inflation have risen to their highest levels in years but households seem to be ok: unemployment remains low and household spending keeps increasing. The only sign of stress seems ...
Learn moreThe Emergence of Private Debt – What's Fuelling Australia's Lending Landscape Shift? Private debt is gathering pace in Australia as traditional lenders and big banks turn their attention to large-scale corporate entities, leaving small ...
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