credit spreads

We all want great returns for appropriate risk. Yarra's Roy Keenan seems to have found the formula amid the ever-shifting credit landscape.

With spreads so tight and rates so high, where is the best place to make your cash work for you?

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?

The recent selloff in credit premiums has resulted in many investors experiencing a negative return on exposures within their portfolios. This highlights the...

Credit Spreads vs Lending Standards: The latest Fed loan officer survey (which asks banks whether they are making it easier/harder for people to get a loan), showed...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

As the AFR's Cecile Lefort reports, there was quite extraordinary demand for a new bond issue (actually, dual-tranche 2026 and 2028 issues) from the NSW government on...

Big business is back and that's a great thing for credit. Partially driven by stimulus, and partly by broader economic confidence, people are willing to spend again...

While the health impact of COVID-19 across the globe continues to devastate, one could be forgiven for looking at the response of financial markets in the last 12...

“Consensus is not always good; disagreement not always bad. If you do happen to agree, don’t take that agreement—in itself—as proof that you are right. Never stop...

Today I argue that the trade war could be over, or at least transform into a trade impasse, which might in turn unleash the mother-of-all search for yield rallies as...

Credit is smouldering right now. When that smoke becomes fire, the door becomes a key hole and only the first few get through. The rest get burnt. Holding credit risks...

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the last week it's looking a bit...

With the consensus slowly but surely shifting to expect rate hikes from the RBA, it's worth thinking about the impact of RBA hiking cycles on asset markets. One asset...