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,...
Are we done with rate hikes? Or can't rule them out? Or should we be preparing for rate cuts? It might seem as though more...
There is some potential disconnect around the Fed The US consumer is doing just fine Two positive drivers in support of the market backdrop The...
Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky. Amid a tumultuous first half of 2025, laden with tariff announcements,...
Advisors should focus on positioning portfolios to earn carry efficiently while retaining flexibility if conditions shift. Markets are fixated on two questions: how far rates...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024. MARKET PERSPECTIVE Global growth remains broadly resilient...
The fear of the Fed macro regime is back, but for how long? Which are the defensive assets of global fixed income? The...
Fixed-income investment platform, Blossom, has provided a commentary on this week's turbulence in the banking industry and what it might mean for Australian investors. Christian...
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025 Introduction It is a pleasure...
The COVID-19 pandemic upended financial markets and delivered an enormous shock to the global economy. It forced a rapid transition from late cycle into...

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