Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
The COVID-19 pandemic upended financial markets and delivered an enormous shock to the global economy. It forced a rapid transition from late cycle into...
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024.
MARKET PERSPECTIVE
Global growth remains broadly resilient...
This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 September 2023.
MARKET PERSPECTIVE
While global growth and...
Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks.
“We believe a US default is...
Are we nearing the top of the interest rate cycle?
Perhaps. One sign that might suggest we are close was this week’s announcement of October’s...



































