Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
Ninety One multi-asset team analyst, Dan Morgan, discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
Markets are getting close to pricing out any interest rates cuts for 2024. That...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM
Backdrop:
This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
Is the global interest rate “pause” here? By Matthew Macreadie, Income Asset Management
Communications from many central banks are trending that way: The Federal Reserve...
Leading investment experts from Amundi and Franklin Templeton react to the deepening Middle East conflict.
Monica Defend, Head of Amundi Institute, said: "The Iran crisis...
Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and...
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia
Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025
Introduction
It is a pleasure...
