Ausbiz | How Rising Yields are Testing Fixed Income Portfolios
Mark Bayley outlines why fixed income investors should remain short and nimble as rising long-term yields, sticky inflation and heavy corporate bond issuance create a more challenging backdrop.
Ausbiz | Is There an Alternative to the 60/40 Portfolio?
Mark Bayley outlines how escalating Middle East tensions and rising oil prices are rippling through global bond markets.
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.