Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
From Pete Robinson, Head of Investment Strategy, Fixed Income, Challenger Investment Management
The Oxford Word of the Year 2023 was "rizz” – a term used...
By Ed Goldstein, Partner, CIO of Coller Credit Secondaries, Coller Capital
Liquidity is increasingly top of mind in private markets, driven by the evolution of...
Janus Henderson Investors Portfolio Manager Jason England and Global Head of Fixed Income Jim Cielinski explain why investors should prepare for "high for longer"...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
Capital Group’s Jared Franz, Robert Lind and Pramod Atluri dissect the outlook for the global economy in 2024.
Under the weight of elevated inflation and...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
