Moody’s Ratings says in a new report that Australian mortgage delinquency rates, which increased over the June quarter, will continue to rise moderately over the...
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....
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...
From Betashares
AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market valuations, there is a worthy...
