Banks today face a complex, rapidly evolving landscape defined by economic volatility, shifting regulation, and fast-moving technology. These elements are driving significant changes across...
Summits among big countries get a lot of attention, but they have generally been all about show rather than substance.
There was much attention on...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries.
Fortunately, some funds have been...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
The RBA surprised markets by hiking the official cash rate an...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
Tomasz Wieladek, Chief European Macro Economist at T. Rowe Price, shares his views on UK Gilts and Euro area as follows:
UK Gilts continue to...
T.Rowe Price argue investors need to look beyond the ‘green’ label for companies making ESG advances as vanilla, non‑labelled bonds can have a greater...
They say a picture says a thousand words, so here are six. Well, they are charts and not really pictures, but this is economics.
Also...
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...



































