Market and portfolio commentary from institutional investor Nuveen, as part of their quarterly Global Investment Committee Outlook.
Current market environment:
Overall growth in the U.S....
Advisors should focus on positioning portfolios to earn carry efficiently while retaining flexibility if conditions shift.
Markets are fixated on two questions: how far rates...
Janus Henderson Investors Portfolio Manager Daniel Graña notes that the most assertive of Donald Trump's economic proposals could range from being unhelpful to harmful...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
What the current rate environment means for your bond portfolio, by Matthew Macreadie, Income Asset Management.
Over the past several months, the Reserve Bank of...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
From Marsha Lee, Head of Australia and New Zealand at Calastone.
Australian managed funds attracted $35.9bn of net inflows in 2025, led by fixed income...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
