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%.
The Fed’s September Decision: Separating the Data From the Sideshow
The Federal Reserve’s September meeting delivered a widely anticipated 25 basis point rate cut. While headlines focused on the policy shift, the more significant takeaway lies in the Fed’s continued emphasis on data dependency and economic resilience. This article offers a breakdown of the rationale behind the decision, highlighting the contrast between dovish policy actions and resilient growth projections, and what this means for investors.
Ausbiz | Global Rate Cuts in Play as Markets Weigh Powell’s Tone
Mark Bayley weighs in on the Federal Reserve’s recent 25 basis points rate cut, noting the market reaction was initially to push yields down before reversing course during Jerome Powell’s press conference.
Ausbiz | Bond Yields Bite, RBA Cautious
Stronger-than-expected macro figures are reshaping market expectations as Mark Bayley weighs up the latest data.
Ausbiz | Fixed Income Markets Navigate Central Bank Moves
Dylan Bourke shares views on current trends in fixed income markets, reflecting on recent central bank actions globally.
Livewire | How to Invest $100,000 for Income: 3 Experts Go Head-to-Head
In this special panel session for Livewire Markets’ 2025 Income Series, three seasoned portfolio managers share their sharply contrasting strategies and what they believe are the biggest risks and opportunities on the horizon.
