Webinar | Fixed Income with 2024 Vision
With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in 2024 for the Australian fixed income investor?
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Weekly Market Update: Global Inflation Risks Push Bond Yields Higher as Oil Surges (14 September 2026)
Australia's June quarter GDP grew +0.4% YoY, lifting annual growth to +2.1% YoY against a +1.8% YoY consensus. US payrolls added 162,000 jobs against 55,000 expected, with prior months revised up by 55,000. The growth scare that shadowed August has faded, and with it much of the case for near-term rate cuts.
Mutual Limited
8 min read
Weekly Market Update: Stronger Growth Pushes Bond Yields Higher as Inflation Risks Build (7 September 2026)
Australia's June quarter GDP grew +0.4% YoY, lifting annual growth to +2.1% YoY against a +1.8% YoY consensus. US payrolls added 162,000 jobs against 55,000 expected, with prior months revised up by 55,000. The growth scare that shadowed August has faded, and with it much of the case for near-term rate cuts.
Mutual Limited
9 min read
Weekly Market Update: Sticky Inflation Pushes Rate Expectations Higher as Bond Yields Rise (31 August 2026)
Last week's growth scare unwound almost entirely. The US S&P Global composite PMI jumped to 56.0 against a 54.0 forecast, with services at 56.8, contradicting the weak retail sales that had unsettled markets seven days earlier. Europe's PMIs also beat.
Mutual Limited
8 min read
Weekly Market Update: Strong US Growth Pushes Bond Yields Higher as Rate Risks Persist (24 August 2026)
Last week's growth scare unwound almost entirely. The US S&P Global composite PMI jumped to 56.0 against a 54.0 forecast, with services at 56.8, contradicting the weak retail sales that had unsettled markets seven days earlier. Europe's PMIs also beat.
Mutual Limited
8 min read
RMBS: One of the Fastest Growing Asset Classes You've Never Heard of
Residential mortgage-backed securities (RMBS) are one of the fastest-growing areas of Australia’s fixed income market, yet the asset class remains relatively unfamiliar to many investors.
Mutual Limited
24 min read
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