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Opportunities in Australian credit

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors still provide attractive risk-adjusted returns relative to cash and government bonds. Indeed, there still exist a number of compelling risk/return opportunities for active managers to…

Contributor | 29th Sep 2020 | More
ASX shares update; QBEs culture crisis, RBA looking dovish

August gains lost in a day, QBEs culture crisis, RBA looking dovish, higher open ahead With reporting season complete, markets are once again turning to economic data and vaccine hopes. It wasn’t a great start to Spring, with the ASX 200 (ASX:XJO) falling 1.8% and giving back nearly all the gains achieved in August. The…

Drew Meredith | 1st Sep 2020 | More
Jekyll and Hyde, one and the same

Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?

Giselle Roux | 28th Jul 2020 | More