Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued...
Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook.
The following outlook includes directions to investment destinations where the water may prove warmer and...
From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen
Markets are facing a geopolitical shock – but the investor playbook...
From PGIM Fixed Income Chief U.S. Economist, Tom Porcelli
In one of the more anticipated FOMC meetings in recent memory, the Federal Reserve kicked its...
From Harvey Bradley, Head of Global Rates, Insight Investment
Between March and June, we saw an unusual situation where government bond yields became positively correlated with...
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...
