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...
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...
Elizabeth Moran interviews Hui Sien Koay, Head of iShares Fixed Income Product Strategy, APAC ex-Japan, BlackRock, and James Waterworth, Director, Wealth Distribution Australia, BlackRock,...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
From Sriram Reddy, Managing Director - Credit, Man GLG
Introduction
We have been speaking about the end of the credit cycle for some time, but the...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies.
The risks associated with many technology companies...
One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through...
Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle...
The Fed sent a strong signal that interest rates will remain higher for longer, as Franklin Templeton Fixed Income chief investment officer Sonal Desai...
At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...



































