Last week I was fortunate enough to interview Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes who was visiting Australia...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
By Clive Maguchu, senior strategist, and Marie Tsang, fixed income strategist, State Street Investment Management.
In 2025, global markets are navigating a landscape defined by...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 September 2023.
MARKET PERSPECTIVE
While global growth and...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market.
"As...
Arif Husain, Head of Global Fixed Income and Chief Investment Officer at T. Rowe Price, shares his views on the potential long-term market implications...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
Stubborn inflation, higher interest rates, and slower economic growth point to a murky near-term outlook
T. Rowe Price has released its outlook for global financial...
By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
The young bond bull market that started last year took...



































