Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
Australian retail investors are at a distinct disadvantage in the bond market. Credit ratings are an important indication of the perceived future risk of an...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
Fixed income markets may be enjoying the calm of tight spreads and stable headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited With a global recession looking more and more likely to materialise in the near future,...
In this market environment where headlines are rampant and political developments continue to emerge, one macroeconomic event stands out from the others; the US...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 March 2023. MARKET PERSPECTIVE Lagged impacts of central...
From the BlackRock Investment Institute • We see more pressure on risk assets in the near term given the major escalation in global trade tensions....
From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management What are the structural differences between...

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