Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
ESG adoption remains robust, particularly in Europe, the Middle East and Africa (EMEA) and Asia-Pacific (APAC), even as global adoption has edged lower from...
By Lukasz de Pourbaix
Head of Strategic Sales and Solutions, Fidelity International
2022 was a pivotal year for Australian investors, signaling the first rise in the...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
From Insight Investment’s Cathy Braganza, Senior Portfolio Manager
High yield may offer best value to those invested for the long term, rather than range trading. Investors...
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...
