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At The Edge, we cut through the noise to bring you sharp, actionable insights into the fixed income markets. Our expert analysis keeps you informed and one step ahead in an ever-evolving landscape.
Each day, Gilt delivers The Edge—a concise, high-impact market update available exclusively to our subscribers. These daily insights provide a timely pulse on the key developments shaping global and Australian fixed income markets.
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At the end of each week, we bring it all together in The Weekly Edge—a comprehensive review distilling the most critical themes and trends and our fixed income recommendations. Whether you prefer a quick snapshot or a deep dive, our weekly edition delivers both: a concise article for a quick read and a detailed podcast unpacking the forces driving the market.
Stay informed. Stay ahead. The Weekly Edge is your essential guide to navigating the fixed income landscape. Let’s keep moving forward, together.
Read All About It: Tariffs, tantrums, and total market chaos—what a week! From Trump reigniting trade wars to inflation creeping back like a bad sequel, and Warren Buffett hoarding cash like he knows something we don’t, it’s clear that economic stability is just a fairy tale. With central banks crossing their fingers and Europe going on a military spending spree, Aussie investors need a game plan. That’s where Gilt Investments comes in—cutting through the madness with fixed-income strategies that actually make sense.
Read All About It: Warren Buffett is hoarding cash like a man who knows something we don’t, Elon Musk is preaching fiscal responsibility while pocketing billions in government contracts, and the U.S. Mint has finally put the penny out of its misery—only to realize that nickels might be an even bigger money-losing disaster. This week’s market roundup dives into the economic circus, from inflation concerns and oil price spikes to Europe’s newfound love for defense spending (complete with ETFs named WAR and NATO). Whether it’s central banks dragging their feet on rate cuts or Germany bending international law for Netanyahu, it’s clear the financial world never has a dull moment.
Read All About It: The RBA’s surprise rate cut to 4.10% has markets recalibrating expectations, with bond yields shifting as investors weigh the potential for further easing. Meanwhile, geopolitical risks continue to mount—Trump’s tariff maneuvers, Europe’s urgent Ukraine negotiations, and a tightening global commodity market are keeping volatility elevated.
With inflation still a lingering concern and fixed-income opportunities evolving, how should investors position their portfolios? In The Edge, we break down the latest market shifts, key risks, and the smartest fixed-income strategies to navigate this dynamic landscape. Stay informed, stay ahead—don’t miss this week’s edition!
Read All About it: Markets are on edge as Trump’s sweeping 25% tariffs on steel and aluminum shake up global trade dynamics, raising questions about retaliatory measures from key partners like China, Canada, and Mexico. Meanwhile, bond traders are sounding the alarm as short-term inflation expectations surge, widening the gap between 5-year and 30-year breakevens to a two-year high.
What does it all mean for investors? In The Edge, we break down the risks, opportunities, and strategic fixed income plays to navigate the turbulence. Stay informed, stay ahead—don’t miss this week’s edition!
Read All About it: This week in The Edge, we break down the latest market-moving events shaking the global and Australian fixed income landscape. From Trump’s aggressive new tariffs on Canada, Mexico, and China sparking trade war fears, to the Fed’s cautious stance on rate cuts, markets are bracing for volatility. Gold hits record highs, the AUD weakens, and the RBA warns super funds to get their liquidity act together. What does it all mean for investors? We dive into the risks, opportunities, and smart fixed income strategies to navigate these uncertain times. Don’t miss out—stay ahead of the curve!