Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
By Michael Della Vedova, global high yield portfolio manager at T. Rowe Price
Volatility has propelled high yield bond spreads to their highest levels since...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
If you had been watching Chinese media for economic news over the past few months you might have noticed something odd.
There's been virtually nothing....
