The RBA’s upcoming decision
FY24 first-half outlook
The benefits of an ethical FI portfolio
There’s a perception among some that there’s a tradeoff between...
Philip Brown, Head of Research at FIIG Securities, says there are options for investing in bonds that provide direct inflation protection or indirect protection...
From Daniel Morris, Chief Market Strategist, BNP Paribas Asset Management
The sell-off in government bonds shows no signs of abating, even if the impetus for...
A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors.
The two models provide investors with a conservative and transparent portfolio allocated to;
(i)...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM
Backdrop:
This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief...
