By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
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...
Scott Solomon, Co-Portfolio Manager for Dynamic Global Bonds Strategy at T. Rowe Price shares his views on the rising U.S. 10-year Treasury yield and its...
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...
Passive investment flows are changing markets. This is a part transcript from the Jana Investment Advisors Conference, where Steve Boothe, who is Head of...
There’s growing consensus that rates have peaked and now is an opportune time
to reassess investment options, prime case in point is Term Deposits (TDs)...
