From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2022, the challenges and surprises faced by the economy...
Ninety One multi-asset team analyst, Dan Morgan, discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia
Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025
Introduction
It is a pleasure...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
Chief Investment Officers from Franklin Templeton specialist investment managers share their view on corporate health in the US across fixed income and equities asset...
