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.
With economies gradually reopening and markets suggesting better times ahead, credit portfolio managers James Briggs and Tim Winstone consider whether investors should be increasing their allocation to investment grade credit.
Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.
Technology equities portfolio manager Denny Fish explains why as long as data and networks continue to be valuable currency, today’s leading tech companies may face less of a dilemma than the generation of titans they displaced.
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.