The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equities.
Portfolio manager Andrew Canobi reviews the factors that have supported strong recent performance for US and Australian credit markets, while making the case this trend is slowing down.
The asset manager has expanded its iShares product suite with the launch of a new ETF, providing exposure to long-duration Australian Treasury and semi-government bonds.
