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...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
Jerome Powell, the FOMC and most investors must be feeling a bit like this after the latest US inflation data:
Fears of an inflation resurgence...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
There are plenty of scams around, but be warned, they are getting more sophisticated and look the part. This week, we were made aware...
Middle East Conflict: Implications for Equities, Inflation, and Asset Allocation
Contributing Author
Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch.
But the real question...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...



































