sovereign debt

Sometimes, investing success comes down to contrarian thinking.

Misguided assumptions plague the fixed income universe. Many investors avoid the space because they believe it either doesn’t offer attractive returns or because some...

Credit investors have good reason to be optimistic about the global recovery trajectory over the next few years, but mainly in developed markets including Australia,...

As interest rates have fallen globally, first in response to economic and market conditions post the GFC and more recently due to the COVID-19 pandemic, returns from...

Macro uncertainty is now the key driver of markets and the United States, for the first time in many decades, is now a "net exporter" of political and economic...

Last month I wrote about how we are ten years on from the beginning of the credit crisis, but are seeing many of the same signs of hubris that were present then....