Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
Despite macroeconomic risks, the global economy is growing, and earnings continue to be strong.
But there are things on the horizon that demand investors’ attention,...
Australian asset consultancy Atchison says investors relying on resources alone to hedge inflation are making a concentrated bet on Chinese demand. A spread across...
Schroders' Kellie Wood says inflation, growth and fiscal risks will drive fixed income markets over coming months.
Investors should prepare for a more selective fixed...
Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
There can be four different yields mentioned when referring to bonds and fixed income products and it’s important to understand the distinction between them....
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski.
"Stronger...
Australian insurers are increasingly reassessing where to deploy capital to capture emerging opportunities after years of maintaining disciplined portfolio positioning amid ongoing market dislocation...
From Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management.
Renewed hopes for an Iranian peace deal helped bond yields and risk...
