Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
Soft growth, sticky inflation and fiscal challenges have undermined confidence in the UK. However, the FTSE 100 index recently hit a new all-time high....
By Arif Husain, Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price
Emerging market debt easily outperformed both global developed market bonds...
From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds
Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes...
ASX-listed bank hybrids are being phased out and will disappear completely by 2032. Interestingly, the number of over-the-counter corporate hybrids is growing, and these...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
Incarceration Day
If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...
