1+ hour, 43+ min ago   (682+ words) Across fixed income and equities, Schroders has tipped Australian bank debt for H2 strength, while Ausbil points to mid-caps as the sweet spot in the domestic stock market. In a recent note, Schroders’ head of credit Helen Mason flagged a looming…...

22+ hour, 35+ min ago   (420+ words) Persistent inflation and an increasingly data-dependent policy backdrop have left T. Rowe Price cautious on the prospect of significant interest rate changes, arguing central banks remain constrained even as geopolitical risks have eased. In its latest Global Asset Allocation: The View…...

23+ hour, 1+ min ago   (484+ words) Interest rate rises and mounting bond market risks have prompted LGT Capital Partners to adopt a more cautious stance on equities, despite continued strength in the global economy and corporate earnings. In its Principal Investor Perspectives Q3 2026 report, the investment manager…...

2+ day, 1+ hour ago   (202+ words) Australia has retained its AAA sovereign credit rating from Morningstar DBRS, with the ratings agency concluding the nation’s strong economic fundamentals and institutional settings continue to outweigh mounting domestic and global risks. Confirming Australia’s long-term foreign and local currency issuer…...

3+ day, 2+ hour ago   (548+ words) Fixed income specialist FIIG Securities believes the central bank is nearing the end of its rate hike cycle, making now a good time for bond investors to start looking ahead. In a recent note, the firm’s head of research Philip…...

3+ day, 2+ hour ago   (790+ words) Natixis Investment Managers (IM) says strategists are backing AI and US equities to drive returns through the rest of 2026, with the Nikkei’s upside seen as already priced in. After Japan led all markets from January to June with returns of roughly…...

1+ week, 2+ day ago   (335+ words) Australia’s declining living standards are being driven by more than rising prices and higher interest rates, with a prolonged slowdown in productivity emerging as the deeper structural problem weighing on household incomes and economic growth, according to Shane Oliver, chief…...

1+ week, 6+ day ago   (488+ words) State Street’s latest Risk Appetite Index showed institutional investors maintained a strong appetite for risk in June despite renewed inflation concerns, geopolitical tensions and uncertainty over the interest rate outlook. The index rose to 0.45 in June from 0.09 in April, marking…...

2+ week, 3+ day ago   (616+ words) The backdrop is quietly shifting for cash holders, with investors globally and in Australia sitting on record levels of cash parked in bank accounts and term deposits as they wait for greater economic and market certainty. But the return on…...

2+ week, 2+ day ago   (489+ words) Australia’s economy is expected to remain resilient despite subdued consumer spending, with AI-driven investment set to underpin growth and prompt one final RBA rate hike, according to Janus Henderson Investors. In its July Australian economic outlook, fixed interest strategist – macroeconomics…...