Picture this: dislocation and distress in high-yield debt

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Ninety One’s Multi-Asset Credit team explains that historically expensive valuations coupled with elevated levels of distress mean the high-yield corporate debt market is an unattractive destination today. The team believes investors... Read more continue reading

Companies hoarding earnings raises shareholder value concerns

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Shareholders are increasingly concerned about companies becoming more conservative in their payout ratios and debt levels. According to data collated on S&P/ASX 200 companies, this current reporting season saw average... Read more continue reading

Is the US headed for recession?

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In financial markets, there’s always something to worry about. For the better part of three years, markets have fretted about a 1970s-style inflation cycle. It seemed every inflation print mattered... Read more continue reading

Property prices fall in Victoria as higher rates take their toll

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House prices dropped in Victoria in the June quarter as higher interest rates took their toll on the property market in that state, while house price growth was strong in... Read more continue reading

Investors need to be wary of comparing apples with oranges in private credit

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A more clear distinction between global private credit and Australian private credit would help investors and advisors ensure they are not comparing ‘apples with oranges’ when considering an allocation to... Read more continue reading

Global dividends surge to new record in Q2

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Global income investors enjoyed a very strong second quarter of 2024, according to the latest Janus Henderson Global Dividend Index. Payouts rose 5.8% on a headline basis to an all-time... Read more continue reading

Australian investors have saved $14.4 billion in investment costs using index funds

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New data from Vanguard shows index funds have created significant price pressure in the funds management industry and have already helped save Australian investors billions of dollars in investment costs.... Read more continue reading

Franklin Templeton reveals the data that will signal the future path of Fed interest rate cuts

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At the recent US Federal Reserve’s (Fed’s) 2024 Jackson Hole Economic Policy Symposium, Fed Chair Jerome Powell stated that the US labor market is no longer overheated. Powell also noted... Read more continue reading

Janus Henderson survey finds growing US political discord tops list of investor concerns for next decade

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Janus Henderson Investors today released the findings of its 2024 US Investor Survey: Insights for a Brighter Future, which reveal that uncertainty surrounding the upcoming presidential election, economic backdrop and interest... Read more continue reading

The benefits of investing in Listed Private Equity

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Private equity (PE) refers to the ownership or interest in a corporate entity that is typically not publicly listed or traded. PE managers usually raise capital from high-net-worth individuals or... Read more continue reading