Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income
The end of the Great Moderation is introducing an era of volatility in growth and inflation. Investors are adjusting to the contours of the new global paradigm, but ultimately, a new regime of higher...
Global Investment Outlook from Franklin Templeton
Fixed income deserves a good deal of attention—delivering income is back.
Diversification and income may be enough motivation to move some holdings further out the US yield curve.
Equities should benefit from a taming of inflation and earnings optimism.
Following consecutive quarters of...
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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 inflows contributed to the market surpassing $8.9b for the year to date, eclipsing the $8.1b received in 2017 with still three months to go according...
The following markets commentary has been provided by Federated Hermes, including comments on the global commercial property market.
Lewis Grant, Senior Portfolio Manager for Global Equities at Federated Hermes Limited:
With the exception of the handful of names benefiting from the AI-opportunity/hype, equities have been in the shadow of fear for...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for Franklin Templeton Fixed Income.
Canobi says: “We wish we could bring better news but the prognosis for the Australian economy is not good with recession risks...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With inflation concerns rising around the globe, investors need to assess the actual drivers to determine if and how equities might be impacted.
One common question we...
By Michael Della Vedova, global high yield portfolio manager at T. Rowe Price
Volatility has propelled high yield bond spreads to their highest levels since November 2020, but we believe the asset class’s fundamentals remain solid, however, and that current valuations do not reflect its underlying strength. If we are...
The 2020 US presidential election is turning out to be closer than expected, with the final tallying of votes extending beyond Election Day. Janus Henderson Investors director of research, Matt Peron, and global head of fixed income, Jim Cielinski, offer their perspective on what it means for markets.
Key takeaways
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Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief Strategist at Principal Global Investors.
Commenting on the recent market sell-off, Shah said the S&P 500 has recorded six consecutive weekly declines for the first time...
