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.
Ausbiz | Dylan’s Favoured Income-Generating Plays
Australian inflation surprised the market in October, accelerating at its fastest rate in seven months and putting pressure on both mortgage borrowers and fixed income markets.
Ausbiz | Lending in the Dark: Private Credit Under Scrutiny
Mark Bayley describes Australia’s private credit market as still in its relative infancy, with rapid growth mainly over the past five to six years.
Ausbiz | Bonds on notice on central bank uncertainty
Dylan Bourke states that the recent 25 basis point rate cut by the Federal Reserve was widely anticipated, but sees the move as fairly hawkish for fixed income markets.
Ausbiz | Should Investors Be Worried About Tight Spreads?
Mark Bayley outlines a more cautious view of the current bond and credit markets, particularly in light of recent global risks.
Ausbiz | Fixed Income Market Trends in the Year Ahead
US government bonds are currently viewed by Dylan Bourke as fairly priced, with terminal rates expected to return to 3% and upper cash rates around 4.25%.
