From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
Undoubtedly, the easiest way to invest in bonds is by trying to find a fund that mimics your desired outcome. The fund could be...
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher...
This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
• An overview of asset class performance since the beginning of the Iran war
• The correlation between bonds and equities is back up
• The...
From Federated Hermes' Patrick Marshall, Head of Private Credit.
The APAC direct lending is continuing to expand. Australia has been at the forefront of this...
For much of my working life, Japan was the place where nothing much happened in financial markets, where interest rates were stuck at zero,...
An inverted yield curve can be a signal that there will be a recession - and the current one is concerning investors.
However, "yield curves...



































