Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
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...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in...
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...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2024.
MARKET PERSPECTIVE
Global growth expectations have...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
From Brian Carney and Kevin Minas, Mawer
Executive Summary
Private credit assets under management have boomed over the past decade with various estimates putting the...
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure.
Key Points:
Global investors increasingly drawn to...
