From Seema Shah, Chief Global Strategist, Principal Asset Management.
A deal to suspend the U.S. debt limit has finally been agreed, putting an end to...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023.
MARKET PERSPECTIVE
Despite expectations for slowing...
From Thinktank's business development manager, Lauren Ryan
The non-bank lending market has been garnering consistent headlines in recent weeks, as growing economic divergence puts the...
ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
Part of an insight article from Ardea Investment Management.
1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced...
