No-landing remains a macro risk in the US
There is a place for fixed income Goldilocks
Don’t ignore sovereign credit risk
The eagle has...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch
Just like 2022 was the year of the global hiking cycle and 2023 was the year...
From Franklin Templeton
Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
T
he Australian ETF industry continues to grow strongly, with Quarter 1, 2019 cash flows reaching $1864 million, and returns bouncing back from December lows,...
Franklin Templeton's Andrew Canobi highlights perception versus reality
The 1999 cult movie Matrix explores the theme of perception versus reality in this world.
"A bit like financial markets...
By Arif Husain, T. Rowe Price Head of International Fixed Income and Chief Investment Officer, Fixed Income
The massive tightening of financial conditions since late...



































