How the Iranian Conflict Has Reshaped Fixed Income
Dylan Bourke and Kris Bernie provide an update on the impact of the Iranian conflict and the prolonged closure of the Strait of Hormuz on global fixed income markets and the macroeconomic landscape
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.
Podcast | Inside Trump’s Pick to Replace Jerome Powell
With a major leadership change looming at the US Federal Reserve, what could it mean for monetary policy, inflation, and Australian investors? Kapstream’s Kris Bernie joins the Australian Investors Podcast to unpack the implications.
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.
The Fed’s April Decision – More Than Meets the Eye
Head of Global Short Duration and Liquidity Daniel Siluk explains why the Federal Reserve (Fed) has the latitude to be patient as it waits to see how the U.S.-Iran war impacts not only aggregate inflation but also growth prospects for the U.S. and the world.
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.
Is the Fed’s Stance in March Less Balanced Than Meets the Eye?
Head of Global Short Duration and Liquidity Daniel Siluk explains why he views Chairman Jerome Powell’s comments as more hawkish than what was revealed in the Federal Reserve’s March policy statement.
