Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.
RBA to Markets: “We are Still Here”
RBA to markets: “We are still here”
Portfolio Manager Dan Siluk explains that, despite economic conditions appearing to stabilise throughout much of Australia, the Reserve Bank of Australia felt compelled to recommence bond purchases to establish its credibility with respect to its yield curve control programme.
Fed watch: stealth yield curve control? (English)
Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.
What will it take to sustain the budding market recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
What will it take to sustain the budding market recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
Investment ‘styles’: what they are, and why they matter
What’s your investment ‘style’? We explore the four primary investment styles used by asset managers today, and how each style affects the construction of an investment portfolio.
Can the market’s immunity last?
Global Head of Fixed Income Jim Cielinski discusses the outlook for bond markets and why he believes economic growth is likely to remain modest – yet positive – in the quarters ahead, justifying continued exposure to corporate bonds.
What Will It Take to Sustain the Budding Market Recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
Not a question of either/or
Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.
Can the market’s immunity last?
With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.