Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook.
The following outlook includes directions to investment destinations where the water may prove warmer and more inviting than in others — provided swimmers exercise caution and stay aware of their surroundings.
Many wary market participants are sitting on high levels of...
The Franklin Templeton Fixed Income team has issued its fourth-quarter 2023 outlook, ahead of the US Federal Reserve's policy decision.
The Franklin Templeton Fixed Income team conducts a team-wide quarterly research and strategy Forum driven by independent macroeconomic, fundamental sector, and quantitative research, to explore and collaborate on economic and...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis moving towards growth stabilization with increasing evidence that both growth and inflation trending lower.
European and UK economic growth nearing recession levels, putting central banks...
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors.
• The reasons behind the optimistic outlook for government bonds and credit
• Why EM asset prices should remain resilient
• The risks to look out for in 2024
After years...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It feels like boom time. Markets are hitting all-time highs. The US economy continues to defy expectations, adding 303,000 non-farm jobs in March. There are green shoots of recovery elsewhere in the world. The idea that the Federal Reserve...
BetaShares' chief economist David Bassanese responds to the suggestion that The Reserve Bank should face its first independent review in 40 years under a proposal from the OECD, which says it is time to address the central bank’s failure to meet key economic targets in recent years and deal...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes lead to mistaken assumptions.
Comparing past drawdowns to the present offers little value. Every episode is unique.
Companies are telling investors they can maintain historically...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets, where debt levels and GDP income show only a fraction of the story.
No country can achieve a sustainable growth pattern or an inclusive economic outcome...
If there is one thing the RBA wants, it is for Australians to stop spending, easing pressure on the employment market and consumption according to Franklin Templeton.
“It is still early days, but signs are growing that the Australian consumer might finally be getting the memo. If that’s the case,...
-Uncoordinated policy actions point to an uneven path towards net zero greenhouse gas emissions. This could mean higher inflation in the short term and a more uncertain long-term growth outlook.
-Managing social costs will likely be key. A more just transition can be achieved by reallocating national income towards labour...
