Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky.
Amid a tumultuous first half of 2025, laden with tariff announcements,...
Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income
Best ideas
Securitised assets (especially...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
The below commentary has been provided by PGIM
MACRO
The severity of the recent strain across the software sector underscores AI’s potential creative destruction, including the...
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...
Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton,...
From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management
Market Insights
How to hedge rising...
Andrew Canobi, a Director within the Franklin Templeton Fixed Income team in Melbourne, Australia, discusses what is causing the current selloff in US and...
