Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski.
"Stronger...
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
AI capex still has the bond market’s attention, says Chamath De Silva – Head of Fixed Income at Betashares
Global bond markets remain challenging to...
PGIM Fixed Income chief investment strategist and head of global bonds, Robert Tipp, CFA, and Tom Porcelli, chief U.S. economist share their views on...
Each month Fixed Income News Australia provides a wrap of all the latest bond issues and changes from around Australia.
Economic data
No RBA meeting...
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...
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...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
