A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in...
Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
From Income Asset Management
While yields have improved in the Australian BBB space, it’s also nice for investors to know their money is relatively safe.
S&P...
From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments.
Private Credit covers a range...
I sat down with Kirstie Spence and Haran Karunakaran from Capital Group last week to discuss current markets, asset allocation and how they build...
The Franklin Templeton Fixed Income team has issued its fourth-quarter 2023 outlook, ahead of the US Federal Reserve's policy decision.
The Franklin Templeton Fixed Income...
We hear plenty of experts talking about sectors they favour in the current environment, but how does this translate to your portfolio?
In this article,...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
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...



































