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...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
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)...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
We publish the summary and fixed income section of a 3Q2025 Global Market Perspective report.
Report Summary
The global growth outlook has stabilized amid shifting...
Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia
Abstract
Global private credit has grown rapidly over the past two...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
