A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
Companies that offer annuities are significant investors in fixed income assets. In this article, Aaron Minney, Head of Retirement Income Research at Challenger, dispels...
Jim Caron, co-chief investment officer of Global Balanced and Risk Control strategies at Morgan Stanley Investment Management, looks at change in bond yields in...
By Lukasz de Pourbaix
Head of Strategic Sales and Solutions, Fidelity International
2022 was a pivotal year for Australian investors, signaling the first rise in the...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
