Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023.
MARKET PERSPECTIVE
Despite expectations for slowing...
Monthly views from Insight Investment
Harvey Bradley, Co-Head of Global Rates: “Australia an outlier on implied policy rates – is it justified?”
When we look at forward...
PGIM Fixed Income chief investment strategist and head of global bonds, Robert Tipp, CFA, and Tom Porcelli, chief U.S. economist share their views on...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
When I started in asset management, the chief rationale for bond investing was based...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
From Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital
Modernising a market’s technological architecture has been proven to cut costs and improve...
