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Janet To the Rescue?
Last month, the US Congressional Budget Office (CBO) released “An Update to the Budget and Economic Outlook: 2024 to 2034” which contains its baseline projections of what the US federal budget and the economy will look like in the current year and over the next 10 years if laws governing taxes and spending generally remained unchanged.
Unlocking Opportunities in Australia’s Credit Market
With aggressive monetary stimulus well behind us, the first half of 2024 is starting to show some stark changes in credit markets from this time last year. Although liquidity is slowly leaving the system, pricing would indicate this isn’t happening uniformly as capital is being reallocated amongst credit classes. This note provides recent observations across public and private credit markets and offers insights for investors considering the space.
The Attraction of Asia
Carrara is globally focused and currently sees Asia as the most attractive investment destination in the world. We also think that increased exposure to the region can offer investors portfolio diversification, exposure to the strongest economic region in the world and access to global leaders in key industries.