KPMG’s Australian Major Banks Full Year 2023 Results Analysis finds that the Majors reported a combined cash profit after tax from continuing operations of...
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...
Bond income returns potentially higher in 2025
Confidence in US growth should sustain performance
Asia's economy has become increasingly challenging.
Many bond investors have...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
I recently had an email from Jeff, asking why the value in the iShares Inflation Linked Bond ETF had dropped when inflation is rising....
In its latest Central Bank Watch report, Franklin Templeton notes that the RBA turned less hawkish at its March 19 meeting but maintained that...
In brief
■ Capital cycles are imperfect, showing a tendency for booms and busts.
■ Over the past year, investors have focused on the economy and...
I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
Daintree Capital co-founders Justin Tyler and Mark Mitchell discuss current trends that are impacting and shaping the outlook for investors in fixed income securities.
In...
For much of my working life, Japan was the place where nothing much happened in financial markets, where interest rates were stuck at zero,...



































