US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have...
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...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
• An overview of asset class performance since the beginning of the Iran war
• The correlation between bonds and equities is back up
• The...
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 Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
An increased number of corporate defaults is expected in light of high yields...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...



































