Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risks.
T. Rowe Price has released its midyear...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
Adam Marden, Portfolio Manager for Dynamic Global Bond Strategy at T. Rowe Price, shares his views on how traditional safe-haven assets are evolving in today's...
