2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society...
From Amundi Asset Management
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
