Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...
Clearer outlook sets the stage for credit outperformance in 2024
The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...
By Michael J. Bazdarich, PhD, Product Specialist at Western Asset Management
US inflation today is the worst since that of the late-1960s and 1970s, but...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
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...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors.
The two models provide investors with a conservative and transparent portfolio allocated to;
(i)...
