The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors.
The two models provide investors with a conservative and transparent portfolio allocated to;
(i)...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
