Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
By Andrew Lakeman, Atlantic House Co-Founder
Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
Signs of a confidence shock
Rate volatility is back
Where are the safe-havens?
The market symptoms of a confidence shock. It is rather uncommon to...
By Robert Tipp, Managing Director, Chief Investment Strategist, and Head of Global Bonds at PGIM Fixed Income
This could be one of the more fraught...
By Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist – Macroeconomics at Janus Henderson Investors.
President Trump's tariff policy has...
From Michael Goosay, Chief Investment Officer, Global Fixed Income at Principal Asset Management
Coinciding with the overnight implementation of President Trump's new tariffs, investors saw...
FINA’s Fixed Income ETF Finder has been updated. Here, editorial director, Elizabeth Moran summarises the changes, including new ETFs, inflows, and the best and...
From the BlackRock Investment Institute
• We see more pressure on risk assets in the near term given the major escalation in global trade tensions....
Trillions of dollars of household wealth have been lost because of the stock market rout. A nasty doom loop is in danger of developing...
By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...