Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
From Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital
Modernising a market’s technological architecture has been proven to cut costs and improve...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
Key Takeaways
We believe that global credit is well positioned in the period ahead as an asset class that may deliver attractive defensive characteristics,...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...
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...
