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I don't agree with Trump on much, except US Treasuries
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I don't agree with Trump on much, except US Treasuries
The days of 8 per cent yields are gone but there are bond opportunities to be found in the US and Japan, says M&G's Jim Leaviss.
Holly Black | 23 October 2019
What record low bond yields mean for investors
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What record low bond yields mean for investors
A record low for Australia's 10-year bond yield, which last week dipped below 1 per cent, may prompt a change in some investors' fixed-income...
Glenn Freeman | 15 August 2019
Why sovereign bonds hold enduring appeal
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Why sovereign bonds hold enduring appeal
Neither cash, infrastructure funds or even corporate bonds provide investors with true underlying defensive structures during peak market stress,...
Glenn Freeman | 18 June 2019
Ask the Expert: John Likos on global growth, franking and hybrids
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Ask the Expert: John Likos on global growth, franking and hybrids
Morningstar's director of equity and credit research gives his take on slowing global growth, the impact of Labor's franking policy and whether...
Lex Hall | 05 April 2019
Does the yield inversion really signal a recession?
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Does the yield inversion really signal a recession?
The rare inverted yield curve environment today does not determine the markets tomorrow explains Dan Kemp, chief investment officer, EMEA at...
Dan Kemp | 02 April 2019
The what, how and why of flexible bonds
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The what, how and why of flexible bonds
Unconstrained bond strategies can outperform traditional fixed income in rising rate environments but the full story is more nuanced, says...
Glenn Freeman | 19 February 2019
What Fed’s pause means for investors
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What Fed’s pause means for investors
The US Federal Reserve’s pause on interest rate rises last week was a relief for equity markets and riskier types of credit, but investors...
Glenn Freeman | 12 February 2019
Recap of key revelations from the Hayne inquiry
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Recap of key revelations from the Hayne inquiry
We retrace some of the key milestones from Kenneth Hayne's banking royal commission, ahead of the final report's public release after 4pm today.
Glenn Freeman | 03 February 2019
What to expect from bonds in 2019
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What to expect from bonds in 2019
Fixed income assets will be even more important to investors’ capital preservation strategies this year than last, but some sectors are safer...
Glenn Freeman | 13 January 2019
US remains dominant macro theme in 2019
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US remains dominant macro theme in 2019
The resumption of a US-China trade war and the Fed’s ability to stave off recession are the most important global themes for Australian...
Glenn Freeman | 08 January 2019