Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
T. Rowe Price has released its outlook for 2026 global investment markets.
Global Asset Allocation: Diversification and Inflation Hedging Remain Key
Thomas Poullaouec, Regional Head of...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
Market booms often lure investors into cyclical businesses, but history shows these cycles can be short-lived and expose investors to severe drawdowns and...
By Michael J. Bazdarich, PhD, Product Specialist at Western Asset Management
US inflation today is the worst since that of the late-1960s and 1970s, but...
Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
