This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
Introduction
The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income
Lacklustre Q4 performance sets the stage for a 2025 bull market
No...
Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with...
Advisors should focus on positioning portfolios to earn carry efficiently while retaining flexibility if conditions shift.
Markets are fixated on two questions: how far rates...
Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market valuations, there is a worthy...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity...
