By Haran Karunakaran, Investment Director at Capital Group Key takeaways The last few months have seen a significant change in the macroeconomic environment. Policy rates...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...
From Seema Shah, Chief Markets Strategist, Principal Asset Management With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
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...
Investors need to navigate a fragmented economic outlook and higher volatility risk in 2024. Global growth will decelerate, driven by slowing developed economies and...
From Matt Simpson, Senior Market Analyst, City Index The RBA held interest rates at 3.6% This breaks a record streak of 10 consecutive hikes...
Good data is bad More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
Key takeaways: Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets. Fixed income provides highly efficient...
Central bank rates are converging at their average lowest levels for a few years. The year ahead could be one of stability, which would...

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