Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and...
Safety Concerns
We have written and spoken about the shortage of “safe havens” or high-quality assets in the world.
There exists an ever-pressing need for...
In the context of fighting inflation, the 'final mile' represents the successful and sustainable achievement of a central bank's inflation target.
Stephen Dover, Chief Investment...
Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump's tariff announcements have...
The ETF market continues to develop and it’s surprising the diversification you can add in a single trade.
Diversification can be through:
The sheer number...
From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
Market and portfolio commentary from institutional investor Nuveen, as part of their quarterly Global Investment Committee Outlook.
Current market environment:
Overall growth in the U.S....
