Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight: Overview: well, that was fun Markets have...
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...
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created...
Market and portfolio commentary from institutional investor Nuveen, as part of their quarterly Global Investment Committee Outlook. Current market environment: Overall growth in the U.S....
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....
Are we done with rate hikes? Or can't rule them out? Or should we be preparing for rate cuts? It might seem as though more...
From PGIM Fixed Income Market pricing for a Fed rate cut or pause in December was roughly even heading into last week's release of the...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...

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