From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank.
Long-end pain, front-end gain
With 10-year and 30-year yields hitting multi-decade...
T
he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded.
The mammoth...
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...
Portfolio Managers Mark Richardson and Robert Shimell at Janus Henderson explore how trend following strategies can help investors to adapt when market leadership shifts...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries.
Fortunately, some funds have been...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
