By Ares Australia Management
Market dislocations have become shorter and more frequent since the Global Financial Crisis (“GFC”), also referred to as the Great Recession.
The...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
BetaShares Australian High Interest Cash ETF (ASX:AAA) is the largest fixed income ETF in the market with $3.366 billion in funds under management as...
A Mawer Podcast with Global Credit Portfolio Manager, Brian Carney
An excerpt from a podcast that explores whether recent private market bankruptcies signal deeper systemic...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
When we think about the current volatility, we are reminded of a prescient quote from
Russian revolutionary and president Vladmir Lenin: “There are decades where...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
