Today marks the official launch of a new Australian based fund manager - Fortlake Asset Management.
Fortlake brings together some of the best investment minds...
From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
Dispelling Popular Beliefs Summary
For fixed income investors, the current macroeconomic environment presents uncomfortable choices, with policymakers walking a thin line between combatting inflation and...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
T
he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded.
The mammoth...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income
Lacklustre Q4 performance sets the stage for a 2025 bull market
No...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder...
