Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market has grown considerably in recent years. This has been driven by a number of factors including changes to bank lending practices and regulations. Further, increased...
From Global X ETFs Product and Investment Strategist, Marc Jocum.
Investors today face a challenging economic landscape. In the wake of the Covid-19 pandemic, central banks attempted to curb inflation by raising interest rates at a pace unseen in decades. The resulting decline in real incomes – the fastest ever...
The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework.
Franklin Templeton Fixed Income Economist Rini Sen expects the bulk of further tightening will likely come in 2025 as the BoJ seeks to reach a sustainable 2% inflation...
The US Fed held rates overnight. In this brief Q&A, Robert Tipp, Chief Investment Strategist & Head of Global Bonds, PGIM Fixed Income reviews the FED performance and believes now is a strategically good time to buy bonds.
How do you rate the success of the Federal Reserve up to...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illustrate this. The big picture, however, is that inflation is lower and is...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate cuts this year—a pivotal event for financial markets. Historically, risk assets have thrived during rate-cutting cycles if recession is avoided. This year, however, with the...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and low-risk asset class. However, this perspective often overlooks a crucial aspect of fixed income: its role in dampening portfolio volatility. By Darren Langer, Co-Head of...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 29 February 2024.
MARKET PERSPECTIVE
Firming in global growth expectations, with recent data tilted more positively, while inflation continues to decelerate across most regions.
U.S. growth remains most resilient amongst developed economies while weak...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
Despite a backdrop of nagging recessionary fears and persistent inflation, global credit is looking more attractive to investors now than at any stage over the...
