By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
Paul O’Connor, Head of Multi-Asset, Janus Henderson Investors, considers the prospects for growth and interest rates as we move into the final few months...
PIMCO's Tiffany Wilding and Andrew Balls examine how investors should navigate an increasingly fragmented and uncertain global environment.
The investment environment has changed significantly since...
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...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential for attractive returns.
After last...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
