Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
T. Rowe Price has released its outlook for 2026 global investment markets.
Global Asset Allocation: Diversification and Inflation Hedging Remain Key
Thomas Poullaouec, Regional Head of...
From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
PIMCO's Tiffany Wilding and Andrew Balls examine how investors should navigate an increasingly fragmented and uncertain global environment.
The investment environment has changed significantly since...
The RBA’s upcoming decision
FY24 first-half outlook
The benefits of an ethical FI portfolio
There’s a perception among some that there’s a tradeoff between...
