Good data is bad
More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...
Emerging Market Debt in 2025: Stick to Income and Relative Value in a Disruptive Year
Contributing Author
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
By R.J Gallo, senior portfolio manager at Federated Hermes
The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
From Federated Hermes' Patrick Marshall, Head of Private Credit.
The APAC direct lending is continuing to expand. Australia has been at the forefront of this...
High returns from high yield
On the bond side the clear winners have been leveraged and high-yielding fixed income assets which sit right on the...
By Ken Orchard, Head of International Fixed Income at T. Rowe Price
Despite the U.S. Federal Reserve starting its monetary easing cycle in September, yields...