How Kapstream Is Balancing Global Shocks and Fixed Income Yields
Dylan Bourke joined Livewire Markets’ Fund in Focus to explore one of the big questions in markets right now: can the AI investment boom outweigh the inflationary pressure coming from global supply shocks?
Quick View: The Fed wants 2%; the markets want a plan
Daniel Siluk explains that while the market welcomed Federal Reserve Chairman Kevin Warsh’s stern rhetoric on price stability, the lack of a plan on how that will be achieved led investors to express concern though a sell-off in longer-dated Treasuries.
Ausbiz | Is There an Alternative to the 60/40 Portfolio?
Mark Bayley outlines how escalating Middle East tensions and rising oil prices are rippling through global bond markets.
Ausbiz | Fixed Income Positioning for a Wobbly World
Renewed Middle East tensions put bonds and credit in focus, says Mark Bayley, who sees markets reacting in a relatively contained way so far.
Why Fixed Income Has Stopped Being the Boring Part of Your Portfolio
Mark Bayley joins Livewire to discuss how the role of fixed income is shifting, with higher yields and more volatility creating a very different opportunity set for investors
The Warsh Fed: A Change in Style and Substance?
At the helm of his inaugural meeting, Federal Reserve Chairman Kevin Warsh affirmed that the central bank’s attention is squarely focused on price stability while also laying out a reform agenda. Head of Global Short Duration and Liquidity Daniel Siluk elaborates.
Ausbiz | The Value in Australian Credit
Heightened geopolitical tensions in the Middle East and persistent US inflation are keeping global bond markets on edge, according to Mark Bayley.
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.
