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CREDIT News & Analysis

Australian Credit Monthly | January 2024
Fixed Income
Australian Credit Monthly | January 2024
The broad fixed income market was relatively quiet for a change month-on-month, marking an end to many months of volatility.
Charlie Callan, CFA | 08 February 2024
Howard Marks on where he's finding value
Markets
Howard Marks on where he's finding value
The famed investor tells Australian investors that he's raising money to invest in opportunities that he hasn't seen in a long time.
James Gruber | 06 August 2023
What do cheese and hybrids have in common?
Fixed Income
What do cheese and hybrids have in common?
Losing the confidence of your funders, whether retail or institutional, has fast and far-reaching implications.
Charlie Callan, CFA | 23 March 2023
High-quality bonds offer serious income for the first time in years
Fixed Income
High-quality bonds offer serious income for the first time in years
Long-term rates have soared, but is fixed or floating best?
Graham Hand | 16 June 2022
Dip a toe in: Bond market bloodbath reopens case for fixed interest
Fixed Income
Dip a toe in: Bond market bloodbath reopens case for fixed interest
The worst quarter for bonds in decades has sent yields to levels not seen in almost a decade.
Lewis Jackson | 29 April 2022
'AfterTech' and the unscrambling of the 2020 omelette
Markets
'AfterTech' and the unscrambling of the 2020 omelette
Advice, predictions and warnings dominated another compelling Morningstar Individual Investor Conference.
Lex Hall | 30 October 2020
Sorting the sexy stocks from the dividend deliverers
Markets
Sorting the sexy stocks from the dividend deliverers
To which class do you belong: those playing pass-the-parcel with overpriced growth stocks or those quietly fishing in the dividend stream?
Lex Hall | 23 October 2020
Is this gonna hurt? The logistical pain of a covid vaccine
Markets
Is this gonna hurt? The logistical pain of a covid vaccine
Making a vaccine is half the battle when you consider what’s required to transport, store, and distribute the jab.
Lex Hall | 16 October 2020
Is AGL between a BlackRock and a hard place?
Markets
Is AGL between a BlackRock and a hard place?
The undervalued Australian energy provider is unlikely to heed the call to hasten the shut down of one of its best assets.
Lex Hall | 09 October 2020
Beware the US ETF market
Markets
Beware the US ETF market
It's frothy and there's no guarantee the tech giants can continue to pull everyone along.
Lex Hall | 02 October 2020