Ausbiz | Fixed Income Positioning for a Wobbly World
Renewed Middle East tensions put bonds and credit in focus, says Mark Bayley, who sees markets reacting in a relatively contained way so far.
Ausbiz | The Value in Australian Credit
Heightened geopolitical tensions in the Middle East and persistent US inflation are keeping global bond markets on edge, according to Mark Bayley.
Ausbiz | The Crude Reality of the Bond Market
Mark Bayley sets out a cautious stance on global bonds as geopolitical tensions in the Middle East continue to unsettle markets.
Ausbiz | Dylan’s Fixed Income Playbook Post Budget
Australia’s changing tax landscape is reshaping the income investing playbook, according to Dylan Bourke.
Ausbiz | How a Hybrid Scarcity Fuels a Credit Rush
Mark Bayley highlights strong demand in Australian credit markets, pointing to Suncorp’s latest additional tier one issue as an example.
Ausbiz | Where to Find Income Without Taking Big Risks
Concerns around private debt and shifting income strategies are shaping fixed income markets, according to Dylan Bourke.
Ausbiz | Treasuries Turn as Trump Keeps Markets Guessing on Iran
Mark Bayley states that bond markets are highly sensitive to Middle East tensions and shifting expectations for US policy.
Ausbiz | Bond Markets Are Feeling the Geopolitical Heat
Mark Bayley outlines key drivers behind recent shifts in the bond market, with heightened geopolitical tensions in the Middle East and rising oil prices contributing to increased Treasury yields.
Ausbiz | The Risk/Reward Dynamics Behind “Trump Put” Trades
Dylan Bourke views the recent appearance of President Donald Trump at Davos as a continuation of market unpredictability.
