Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following: US President Donald Trump's...
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...
From PGIM Fixed Income As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...
At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...
Adam Whiteley, Head of Global Credit at Insight Investment visited Australia this week and I was very fortunate to be given the opportunity to...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns. Cognitive biases such as confirmation...
There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report Our outlook for macro, fundamental and technical forces is generally...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...

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