Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
The U.S. economic outlook has improved in recent weeks. But, with U.S. stocks selling at historically expensive valuations, we think high yield bonds may...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
From Moody's Ratings
Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
From Mawer Global Credit Team
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade and high...
