Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
By Ares Australia Management
Market dislocations have become shorter and more frequent since the Global Financial Crisis (“GFC”), also referred to as the Great Recession.
The...
The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...
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...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
Scott Solomon, Co-Portfolio Manager for Dynamic Global Bonds Strategy at T. Rowe Price shares his views on the rising U.S. 10-year Treasury yield and its...
By Kellie Wood, head of fixed income, Schroders
With yields above 5% and central banks tightening into an oil shock, high-quality bonds are once again...
