When we think about the current volatility, we are reminded of a prescient quote from
Russian revolutionary and president Vladmir Lenin: “There are decades where...
Global economy faces greatest global energy security threat in history, says Chris Flood, chief correspondent, ETF Stream.
Volatility in oil and gas prices has surged...
Arif Husain, CIO and Head of Global Fixed Income at T. Rowe Price, shares his views on recent market volatility and the implications for...
Portfolio Managers Mark Richardson and Robert Shimell at Janus Henderson explore how trend following strategies can help investors to adapt when market leadership shifts...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
• An overview of asset class performance since the beginning of the Iran war
• The correlation between bonds and equities is back up
• The...
Following the US Federal Reserve’s decision to hold rates overnight Joe Unwin, Head of Portfolio Management at Apostle Funds Management, discusses what this means...
By Daleep Singh, Vice Chair and Chief Global Economist at PGIM
Overheating: The Collision of Two Eras
My base case for the U.S. economy is now...
A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
Some highlights from a piece by Seema Shah, Chief Global Strategist at Principal Asset Management, on the updated macro impacts of the conflict in...



































