Article list

Everything from Western Asset Management

For the Fed, it’s time to wait and see

From Western Asset Management

Amid mixed economic signals and rising global risks, the Federal Reserve (Fed) is holding interest rates steady and staying flexible as it monitors how conditions develop. For the third consecutive

continue reading

20 May 2025

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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,

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

11 May 2022

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]