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Everything from 4D Infrastructure – a Bennelong Funds Management boutique Western Asset Management

The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

From 4D Infrastructure – a Bennelong Funds Management boutique Western Asset Management

In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with

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18 Nov 2024

Western Asset Enhanced Income Fund receives inaugural Recommended Rating from Zenith

From Western Asset Management

Western Asset Management, a Franklin Templeton company, is pleased to announce that the Western Asset Enhanced Income Fund has received an inaugural Recommended rating from Zenith Investment Partners. Western Asset Enhanced Income

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01 Jul 2024

Active Australian fixed income continues to deliver attractive risk-adjusted returns

From Western Asset Management

The resurgence of fixed income’s defensive characteristics is acutely apparent. Less obvious, but no less important is the role that active management can play in navigating rapidly evolving market conditions

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22 Apr 2024

Higher rates, enhanced yield and restoration of traditional 60/40 (equities/bonds) portfolio underscores the appeal of bonds

From Western Asset Management

Bond yields are higher than they’ve been in nearly 15 years, presenting investors with a variety of opportunities regarding fixed income. The economic backdrop has also improved recently and is

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15 Feb 2024

Don’t let drama over next few Fed meetings distract from the big picture

From Western Asset Management

At the June 14 Federal Open Market Committee (FOMC) meeting the Federal Reserve (Fed) left rates unchanged but kept alive the possibility of raising rates again at upcoming meetings. Arguably,

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20 Jun 2023

Western Asset Australian Bond Fund added to CFS FirstChoice

From Western Asset Management

The Western Asset Australian Bond Fund has been added to Colonial First State FirstChoice platform, giving investors and financial advisers greater access to a highly regarded, core fixed income investment

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07 Dec 2022

Australian bonds a compelling investment opportunity in today’s environment

From Western Asset Management

Australian bond market re-pricing over the past month has given fixed income portfolios an attractive yield premium and created the prospect of strong performance as yields normalise, according to leading

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22 Jun 2022

CPI inflation moderating only a bit in US

From Western Asset Management

There does seem to be some progress in moderating overall inflation in the U.S., but it is a bumpy and uneven process for sure, according to Western Asset. Western Asset

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25 May 2022

Opportunities persist for Australian fixed income investors

From Western Asset Management

Anthony Kirkham, Portfolio Manager for the Western Asset Australian Bond Fund, presents his views on the Fund’s recent performance and outlook in a recent podcast.[1] Mr Kirkham notes in the

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11 May 2022

Major research houses Zenith and Morningstar upgrade Western Asset Global Bond Fund

From Western Asset Management

The Western Asset Global Bond Fund has been rated ‘Highly Recommended’ by Zenith Investment Partners, the only Fund upgrade within the international fixed interest sector during this review period. The

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28 Apr 2022

Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]