A resilient economy and unshakeable markets shouldn’t blind investors to an uncertain future, by Greg Peters, Co-Chief Investment Officer, Fixed Income, at PGIM.
One lesson...
From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors.
The merits of a diversified portfolio...
From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments.
Private Credit covers a range...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
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...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024.
MARKET PERSPECTIVE
Global growth remains broadly resilient...
Adam Marden, Portfolio Manager for Dynamic Global Bond Strategy at T. Rowe Price, shares his views on how traditional safe-haven assets are evolving in today's...
Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
