Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
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...
Key takeaways:
Our analysis suggests UK rates could behave very differently depending on which leadership pairing emerges and whether continuity-minded fiscal management prevails.
Bond...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited
Emerging Markets government bonds performed very well year to date and the outlook for the...
Outlook for the U.S. Treasury market
I remain bearish on U.S. Treasuries. In my view, the U.S. yield curve ultimately needs to move materially higher...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
Global economy faces greatest global energy security threat in history, says Chris Flood, chief correspondent, ETF Stream.
Volatility in oil and gas prices has surged...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
