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...
By Vincent Chung, CFA Portfolio Manager at T. Rowe Price
Recent tensions in the Middle East and the resulting energy supply shock have heightened investor...
There are many reasons to invest in corporate bonds. Most investors don’t realise how important the corporate bond market is to Australian companies and...
Soft growth, sticky inflation and fiscal challenges have undermined confidence in the UK. However, the FTSE 100 index recently hit a new all-time high....
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
Shift toward Europe and Asia-Pacific IG credit and EMD as asset owners reassess concentration risk
Asset owners are increasing allocations to fixed income as they...
Companies that offer annuities are significant investors in fixed income assets. In this article, Aaron Minney, Head of Retirement Income Research at Challenger, dispels...
This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
