According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
From Apostle Funds Management portfolio manager Joe Unwin.
Why investors should favour credit over other asset classes in 2023
Relative value in both defensive and...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
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...
