Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income
The end of the Great Moderation is introducing an...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes
Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...
Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned...
Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
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...
