Macro Talking Points
Thanks for the TIPS
The IMF is cautiously optimistic about global growth, but more selectivity ahead
AI expectations ripple through fixed...
By Amelia Gao, Economist, Reserve Bank of Australia
Key takeaways
There has been record issuance in 2026 to date of Australian dollar (AUD) denominated non-government...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
A continued stalemate in the Middle East pushed oil prices higher in September. Together with renewed inflation fears and tighter central bank policy, it...
By Kellie Wood, head of fixed income, Schroders
With yields above 5% and central banks tightening into an oil shock, high-quality bonds are once again...
By Michael Browne, Senior Investment Strategist, Franklin Templeton Institute
Over the last 12 months, interest rates have been on the rise and bond markets have...
From Daniel Morris, Chief Market Strategist, BNP Paribas Asset Management
The sell-off in government bonds shows no signs of abating, even if the impetus for...
