Australian insurers are increasingly reassessing where to deploy capital to capture emerging opportunities after years of maintaining disciplined portfolio positioning amid ongoing market dislocation...
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...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since...
In anticipation of this week's Fed meeting we publish some insights below from Dr. Stephen R. Foerster CFA, award-winning author, and professor of finance...
It’s not hard to see why investors and asset allocators are in a dichotomy over when/how/why to consider upping allocations or reallocating to fixed...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
