Fixed income investors reap strong returns from new bond issues

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Recent investment grade bond issues are delivering healthy gains for investors, with many new issues trading above par and many outperforming expectations, Darryl Bruce, executive director, capital markets at Income Asset... Read more continue reading

Maintaining credit discipline amid evolving macro conditions

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The Fed, constrained by tariff-driven inflation, should deliver a modest rate cut in late 2025 before embarking on a more decisive easing cycle in 2026 in response to economic slowdown.... Read more continue reading

2025 Vanguard Index Chart highlights large returns gap between shares and cash

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Share market investors on average achieved at least triple the dollar returns of individuals who chose to keep their cash tied up in savings accounts over the last 30 years,... Read more continue reading

CBA’s upgrade cycle may be over as valuation disconnect grows

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Matthew Davison, Portfolio Manager at Martin Currie Australia has cautioned that Commonwealth Bank of Australia’s (CBA) recent upgrade cycle may be drawing to a close, despite the bank continuing to post... Read more continue reading

Why self-directed investors must dig deeper before they commit

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Fixed income has long been seen as the conservative cornerstone of investment portfolios, but recent market events have exposed a more dangerous truth: not all fixed income products are created... Read more continue reading

Data shows PE has turned a corner, but sentiment yet to catch on

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Data shows that global private equity (PE) is on the rebound, yet sentiment hasn’t caught up and good discounts are still available, according to Adam Myers, Executive Director at Pengana... Read more continue reading

Markets resilient but not euphoric

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Geopolitical risks remain high, but markets have so far shown resilience, supported by low unemployment and strong liquidity conditions, providing opportunities for investors that know where to look, according to... Read more continue reading

Insurers revise portfolios as geopolitics and private credit dominate investments, Janus Henderson report finds

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ustralian insurers have a growing investment risk appetite led by the pursuit of private markets, according to the 2025 Australian Insurance Report by Janus Henderson Investors. The report, which captures... Read more continue reading

Despite market volatility and noise, US Treasuries are still considered a safe-haven

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Recent market volatility and news flow driven by geopolitical and trade issues have led some to question the US Treasuries’ status as a safe-haven. While there are valid concerns around... Read more continue reading

CPD: Currency risk – friend or foe?

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In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to... Read more continue reading