From Daleep Singh, Vice Chair & Chief Global Economist, PGIM
Backdrop:
This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...
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...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
Fixed Income News Australia interviewed Head of Ares Australia Management Teiki Benveniste to get a behind the scenes look at the new Ares Diversified...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
Global and Australian market commentary from Jamieson Coote Bonds
The changing bond market
After the rapid rise in the cost of capital the world over, economies...
Russell Investments' strategists believe soft-landing optimism can deliver more near-term market gains but the risks of a sharper economic slowdown later in the year...
