Liz Harrison, Fixed Interest Analyst – ESG at Janus Henderson, discusses how the change of government could see confident commitment to net zero targets...
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
From Apostle Funds Management portfolio manager Joe Unwin.
Why investors should favour credit over other asset classes in 2023
Relative value in both defensive and...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....
From PGIM Fixed Income
As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for...
