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Credit Basics

The deepening currency crisis is putting pressure on emerging markets amid growing fears of a banking crisis, with mixed views on the potential for contagion.

The oil rally has dragged on India's market returns, but fund managers are bullish and note that stocks compound 20 per cent annually.

SYDNEY - [AAP] Australia's inflation rate was 0.4 per cent in the June quarter, just short of market expectations of a 0.5 per cent rise.

Andrew Keiller of UK investment management firm Baillie Gifford explores the similarities and differences between China and Japan. 

Australian equities remain a key part of any portfolio but JP Morgan's Kerry Craig is urging investors to look overseas to access higher returns.

As the FIFA World Cup enters the quarter finals, we look at the economic fortunes of three countries involved in the tournament's biggest shock so far.

Two official rate rises in the next six months would instil caution among investors without upsetting the economy at large, says Monash University professor Mark Crosby.

Turkish President Recep Tayyip Erdogan has consolidated his political power as his Erdogan/AKP party edges out its rivals in the latest parliamentary and presidential elections.

Australian equities are "marginally in the black year to date" and the economy is growing at a faster than expected rate, according to the latest Morningstar note.

A shift toward restrictive trade policies among some developed markets ranks among the primary risks for fixed income, while opportunities include US housing and European financials, says PIMCO's Mohit Mittal.

On Friday US President Donald Trump announced tariffs on Chinese imports, triggering a potential trade war between the world's two biggest economies. As expected, China struck back, announcing tariffs on a host of key US products. Morningstar senior international editor Emma Wall sat down with Fidelity International investment director Catherine Yeung to discuss the risks investors face.

As the US Federal Reserve hikes rates further, this credit-focused asset manager explains the implications, along with some core concepts of bond markets.

The political upheaval in Italy is rattling global markets and investors as it forces European stocks down and pushes bond yields higher.

With bond yields rising and the highest correlations between fixed income and equities returns in years, here's what the smartest people in the room told Morningstar last week.

These are some of the biggest opportunities, in unloved areas within Europe, which could overtake the US in a decade, according to Dan Kemp from Morningstar Investment Management UK.

Macquarie Group will raise $600 million, with the ability to raise more or less, via a new hybrid issue to be listed on the Australian Securities Exchange.

The February market correction that saw equities and bonds fall simultaneously may mean the end of the negative correlation for bonds and equities, which has served investors so well for 40 years.

This study may help investors make a more informed decision between an active bond fund and a lower-cost passive strategy, writes Morningstar's Miriam Sjoblom.

Treasurer Scott Morrison will tonight deliver his third and arguably last budget before the next federal election. Here’s a summary of what we know so far. 

The bond market bear has started to show its teeth, but this doesn't mean investors should ignore this US$100 trillion market, writes JP Morgan's Kerry Craig.

The US 10-year Treasury yield hit 3 per cent for the first time in more than four years this week. Are bonds attractive investments again, or will yields continue to rise?

Rising trade tensions, political instability and interest rate moves are just some of the challenges that confronted investors in the first quarter of 2018.

Up to 20 per cent of investors holding additional Tier 1 (AT1) securities would be negatively affected by Labor's proposal to end cash refunds of excess imputation credits, says Morningstar's John Likos.

The Reserve Bank of Australia has left the cash rate unchanged at 1.5 per cent, meaning Australia's interest rate has been at a record low for 20 months.

China's expanding debt raises concerns given similarities with other credit booms that crashed, dominance of state-owned enterprises, shadow-banking, and  its dangerously distorted property market.

The proposed Labor dividend policy would strike hardest at the heart of additional Tier 1 securities, impacting approximately 15 per cent to 20 per cent of them, according to Morningstar.