07 May 2024 • By Craig Swanger • 1 min read
The two themes that will drive investment returns over 2024 are actually themes that will impact investment markets for the next decade too. These ...
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Higher yields mean fixed income is well positioned in 2024. Global equities, as measured by the MSCI World Index, have delivered an annualised retu...
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The most opportune time in recent years for investors to consider the yield and diversification benefits that investment grade credit can bring to a p...
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But can strong technicals lead to stronger fundamentals? In the hit movie Honey, I Shrunk the Kids, the children were left bewildered when everythi...
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Raise your hand if you honestly thought year-over-year US headline consumer price index (CPI) inflation would peak in June 2022 at 9.1 per cent and st...
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The advances in artificial intelligence (AI) over the past 18 months alone have been enormous. ChatGPT and other large language models are now used...
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As keen students of history with a numbers-over-narrative mindset, we've noticed several key statistics signalling potential risks and opportunities a...
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The rapid rise of private credit as a legitimate and growing part of a client’s diversified portfolio has left many market pundits wondering what ro...
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In an era of rising geopolitical uncertainty, it is tempting for investors to succumb to pessimism. But look closer and there is more to be excited ab...
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Emerging market debt (EMD) is a distinct subset of global fixed income, comprising debt securities from developing economies. Investors in Australi...
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