From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments.
Private Credit covers a range...
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 Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
Pursuing social and environmental impact alongside financial returns
A joint paper from T. Rowe Price by:
Matthew Lawton, Portfolio Manager, Global Impact Credit Strategy
Hari...
Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with...
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...
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
PGIM Fixed Income Co-Chief Investment Officer Gregory Peters and Senior Portfolio Manager Michael Collins recently shared their views on uneven global growth potential, inflation...
