Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews
Australian property lenders and private credit managers are under greater scrutiny than...
By Clive Maguchu, senior strategist, and Marie Tsang, fixed income strategist, State Street Investment Management.
In 2025, global markets are navigating a landscape defined by...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Apostle Funds Management’s Steven Spearing provides insight in light of market volatility, geopolitical pressures, the risk of recession and what implications this has on...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
Key takeaways:
Yields are not just pricing inflation volatility, but increasingly the return of fiscal risk, sovereign supply concerns, diminished central bank balance sheet...
