Fixed Income Remains in a Holding Pattern
As Schroders’ Stuart Dear explains, fixed income is in something of a holding pattern as yields consolidate after the recent move higher and inflationary pressures continue to build.
Read MoreFixed Interest
Shedding Light on Sustainable Fixed Income
Janus Henderson’s Shan Kwee explains the different types of sustainable investments available and the complexities faced in issuing and tracking sustainable investment outcomes.
Read MoreEconomics Wrap: No JobKeeper, No Worries
Jobs and wages return to the spotlight in Australia as we are part of an accelerating employment boom that continues to surprise analysts as well as monetary and fiscal authorities.
Read MoreSpending the Growth Windfall to Further Grow the Economy Towards Full Employment
In his weekly Insights column, Dr Shane Oliver from AMP Capital breaks down this week’s Budget, the key measures it contains, and their implications for Australian assets.
Read MoreThe 2021-22 Federal Budget: A First Look
ShareCafe Head Contributor Glenn Dyer provides a first-look at this year’s – well, the last two year’s in a way – Federal Budget. More to follow over the next day or so.
Read MoreDiary: It’s All About the Budget
The 2021-22 Federal Budget surfaces tomorrow night and from all accounts it is going to look a lot like the delayed 2020-21 document – lots of spending and few signs of austerity.
Read MoreCurrencies / Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy
The Return of Geopolitical Risk? What to Watch over the Remainder of 2021
In his weekly Insights column, Dr Shane Oliver from AMP Capital considers the re-emergence of geopolitical risk and what to look for over the rest of the year.
Read MoreEconomy Booms, RBA Ready to Wind Back the Pump
The RBA will keep the key cash rate steady but has started moving to cut the size of its support packages to accommodate the strengthening economy.
Read MoreDiary: PMI Surveys, Local Miners in Focus
A busy week for data, US quarterly reports and local mining companies, with the chance for more records for stockmarkets as the flood of stimulus spending keeps the markets buoyant.
Read MoreBond Market Blinks as US Inflation Edges Higher
Despite the doomsayers’ prediction of carnage at the first hint of a jump in US inflation, when it actually came it passed without too much pain and bond yields actually fell.
Read MoreRBA on Hold and Likely to Remain Easy for a Long While Yet
In this week’s Insights column, AMP Capital Chief Economist Dr. Shane Oliver picks apart what the RBA’s monetary stance means for investors and the broader Australian economy.
Read MoreHave Bonds Moved Too Fast, Too Far?
While bonds yields have risen on higher inflationary expectations, driven by higher commodity prices and expectations surrounding large US fiscal stimulus, the big unknown is what will happen next?
Read MoreWhere Are We in the Investment Cycle?
Shares have had a very strong rebound since March last year so where are we in the investment cycle? In his weekly Insights article, AMP Capital’s Shane Oliver gives his thoughts on the subject.
Read MoreBond Markets Grappling with Reflation Risks
A reflation ‘dance’ between bond markets and central banks will likely continue through the rest of 2021, as the scope and sustainability of the recovery unfolds, according to First Sentier Investors.
Read MoreRBA to Maintain Current Rate Environment
RBA Governor Philip Lowe has again made clear the central bank will not be changing rates or its current monetary stance, despite the obvious improvement in the economy in recent months.
Read MoreRBA to Sit on Hands for Foreseeable Future
The RBA board has again made it clear that it will not be moving interest rates before 2024 at the earliest, despite speculation about the effects of rising house prices and inflation.
Read MoreRBA Props up Bond Market for Third Straight Session
For the third session in a row the Reserve Bank has bought up billions of dollars of government bonds, choking off a surge in interest rates and sending yields tumbling.
Read MoreEconomics Wrap: The RBA as Therapist
With bond and currency markets febrile and the stockmarket starting to look a bit untidy, investors will be hoping for some calming words and data from the Reserve Bank.
Read MoreBuffett Week: Bond(s), Warren Bond(s)
Fixed interest investors around the world have been given the gospel from St Warren of Omaha – what they are doing these days isn’t very smart.
Read MoreBuffett Week: So sayeth the Oracle
A lot of followers of Warren Buffett will be a touch disappointed his annual letter to shareholders wasn’t as expansive as usual.
Read MoreThe Bond Crash of 2021? Seven Things for Investors to Consider
AMP Capital’s Shane Oliver’s weekly Insights column takes us on a most timely deep dive into the current state of the global bond market
Read MoreSeven Things to Bear in Mind about the Australian Property Market
Australian house prices are on the upswing again. In this week’s Insight’s column, AMP Capital’s Shane Oliver presents seven things to keep in mind when dealing in this trickiest of areas.
Read MoreMarket Trends: February 2021
David Bassanese from BetaShares runs through his thoughts on how the various markets look likely to play out this month.
Read MoreFinding that Needle of Income in the Haystack of Low Rates
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities.
Read MoreLow(e) Rates to Persist, Says RBA Governor
RBA Governor Philip Lowe sees the current record low level of interest rates of 0.10% and other support remaining in place until 2024 at least and possibly 2025.
Read MoreAdditional $100bn in QE the Only Surprise from the RBA
The RBA kept official interest rates and the key bank lending support measure unchanged at its first meeting of the year, but surprised with news that it will boost its quantitative easing by another $100 billion in April.
Read MoreCommodities / Currencies / Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver
US Political Protests, Inflation and Rising Bond Yields
AMP Capital’s Dr Shane Oliver breaks down markets across the spectrum and around the globe in his weekly Insights column.
Read More2021 – A List of Lists Regarding the Macro Investment Outlook
2020 turned out far better for diversified investors than had been feared when the pandemic hit, with average balanced growth superannuation funds looking like they have returned around 3%. This followed around 15% last year. But can returns hold up?
Read MoreThe week that was, 8 Jan 2021
A summary of the various market moves in the week ending 8 January.
Read MoreWhy retirees urgently need an alternative to cash
With cash rates set to stay even lower for even longer, retirees urgently need higher-earning alternatives for the defensive portion of their portfolios. Actively managed fixed income investments can provide the answer – and the time to act is now.
Read MoreJust how bad is this recession?
Following the release of the National Accounts, Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest Team, puts the recession in context and discusses the road ahead.
Read MoreWhen markets diverge from fundamentals, look for quality income
While the disconnect between markets and the real economy has widened further, there is no guarantee that it will narrow, especially with central banks acting as the buyer of last resort. Yet the risk of an extended run of corporate insolvencies remains. In this environment, high-quality income generation is the key, together with the flexibility to move quickly as new opportunities and threats emerge.
Read MoreWhat Every Investor Should Know About Hybrids
The Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS), available on Chi-X, is an actively managed fixed income exchange traded fund (ETF) that aims to help investors strengthen the defensive allocation within their portfolios by boosting income, while seeking to protect capital
Read MoreAustralian Corporate Bond Price Tables
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Read MoreFixed Income Fundamentals
A fixed-income investment is a simple interest-only loan. It may be made to a government, semi-government authority or company; as such, fixed-income investments are often referred to as ‘debt’ investments.
Read MoreAustralian Corporate Bond Price Tables
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Read MoreYield Curve Hysteria
The inversion of the Treasury yield curve has recently gotten a lot of attention in the financial press as being a harbinger of economic malaise ahead. Franklin Templeton Fixed Income CIO Sonal Desai says these conclusions are misguided.
Read MoreAustralian Corporate Bond Price Tables
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Read MoreAustralian Corporate Bond Price Tables
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Read MoreSurprise Mexico Tariffs Send Bond Yields Back To Record Lows
Global shares fell and safe-haven sovereign bond yields surged on Friday after President Donald Trump’s unexpected threat of tariffs on Mexican imports added to fears that his escalating trade wars will send the major economies into a slowdown and possible recession in coming months.
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