From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
Five bond strategies to help investors navigate evolving markets. From T. Rowe Price.
KEY INSIGHTS
The pain of 2022 has reset bond yields to meaningfully...
An excerpt from the State Street 2Q26 Fixed Income Forecast
From an economic perspective, the shorter the conflict, the more likely that the shock is...
The Federal Government has launched an inquiry to investigate ways to expand the corporate bond market in Australia and provide mum and dad investors...
Inflation has been kind of an enigma for the world over the past few years.
Policymakers dismissed rapidly rising inflation early on and viewed it...
I recently had the privilege to interview Steve Boothe from T. Rowe Price about investment grade (IG) credit. I had heard him speak at...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
Jerome Powell, the FOMC and most investors must be feeling a bit like this after the latest US inflation data:
Fears of an inflation resurgence...
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...



































