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US Dollar Negatives To Take Precedence In Longer Run

Arif Husain

During recent client meetings, my outlook for higher U.S. Treasury yields in the longer term has often been high on the agenda. Clients have...

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Soft Landing? Central Banks Trying To Thread The Needle

Contributing Author

The Franklin Templeton Fixed Income team has issued its fourth-quarter 2023 outlook, ahead of the US Federal Reserve's policy decision. The Franklin Templeton Fixed Income...

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Let Powell Drive The Bus

Contributing Author

Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...

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Can Anything Stop The Credit Train?

Contributing Author

Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue. US...

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US Private Credit’s ‘Cockroaches’ Signal Superior Value Down Under

Phil Strano

The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. How have we gotten to this point,...

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Global Investment Outlook: A Broadening Opportunity Set

Contributing Author

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...

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Many Unanswered Questions

Contributing Author

From Federated Hermes, Robert Ostrowski, CIO, Outlook for 2026 Fixed income markets enter the new year with a surplus of unanswered questions. To be fair,...

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How Should Credit Investors Navigate Such An Uncertain Backdrop?

Mitch Reznick

Elevated uncertainty related to trade and industrial strategy in the US has led to a loss of confidence, which has had an impact on...

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Market Trends: Pivot Hopes Return

David Bassanese

Major Asset Classes: Equities, Bonds and Cash Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...

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Australian Investors Still Expect Double Digit Investment Returns

Contributing Author

More than half of Australian investors feel positive about their finances, despite the macroeconomic headwinds. Investors have high expectations, hoping for 8% above...