Charlie Callan.

About Charlie Callan

Charlie is an integral part of the Investments team, leading generalist corporate coverage across the capital structure and credit fundamentals. Additionally, Charlie leads BondAdviser’s quantitative modelling in respect to relative value analysis and credit portfolio simulations. Read bio >
1 Aug, 2016

Interest Rate Commentary

By |2016-08-01T04:29:41+10:00Aug 1, 2016|Federal Reserve, Market Commentary|

Last week saw the critical release of Australia’s inflation figures for the second quarter of 2016. The Consumer Price Index (the primary inflation measure) rose by 0.4% quarter-on-quarter which resulted in an annual inflation rate being 1.0% (a 17-year low). Average underlying inflation was down to 1.5% the lowest in the entire 20-year series. The lower import and producer prices [...]

28 Jul, 2016

Second Half 2016 Outlook: Where to from here?

By |2021-09-24T09:50:26+10:00Jul 28, 2016|Bonds, Hybrids, Market Commentary|

Over the past year Australian companies have been effected by changing regulation, falling interest rates and currency, sharp drops in commodity prices, an economy in transition and last but not least the uncertainty surrounding Brexit. In our outlook, we hope to address some of these issues from a fixed income perspective.   Click here for the outlook.

25 Jul, 2016

Interest Rate Commentary

By |2016-07-25T01:40:34+10:00Jul 25, 2016|Market Commentary|

Last Tuesday, the minutes of the RBA July meeting revealed that inflation remains the major factor pertaining to further rate cuts. Price growth for the June quarter is scheduled to be released on the 27th of July (Wednesday) and may give the board the excuse it needs to cut the cash rate to a new low of 1.50%. The report [...]