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...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
President Donald Trump's longstanding criticism of Federal Reserve (Fed) Chairman Jerome Powell—ironically, someone Trump himself appointed during his first administration— came to a head...
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...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
The following markets commentary has been provided by Federated Hermes, including comments on the global commercial property market.
Lewis Grant, Senior Portfolio Manager for Global...
From Seema Shah, Chief Markets Strategist, Principal Asset Management
With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income
The end of the Great Moderation is introducing an...
