Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
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...
Amundi's Mid-Year Global Investment Outlook
Narrow and uncertain path to growth: global growth to further decelerate and bottom out H2 2023, progressive recovery becoming...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
By Global Citizen Solutions
The global wealth management landscape is undergoing a number of alterations. Drawing on insights from thousands of High Net Worth Individuals...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
By Sonal Desai, Ph.D. Chief Investment Officer, Franklin Templeton Fixed Income
Bond investors have started the new year on a very upbeat tone. They seem...
