Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
Franklin Templeton's Andrew Canobi highlights perception versus reality The 1999 cult movie Matrix explores the theme of perception versus reality in this world. "A bit like financial markets...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income Lacklustre Q4 performance sets the stage for a 2025 bull market No...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
The recent Jana Investment Advisors conference brought many esteemed global professionals together. I was fortunate to interview Steve Boothe, Head of Global Investment Grade...
Long end of government curves under pressure The global growth outlook is more than adequate Taking stock of global fixed income performance Longer for...
With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background. However, today’s high inflation stems...
Amundi, part of the Credit Agricole Group and Europe’s largest investment manager with EUR1.729 trillion in assets under management, has released its outlook for...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
I read a lot and when something new comes across the desk, I want to read more. This happened last week when Ferguson Hyams...

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