From Anders Persson, Nuveen Global Head of Fixed Income
An excerpt from its recent Global Investment Committee Viewpoints
Despite today’s increased volatility, markets remain efficient overall,...
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...
By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
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 private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
Paul O’Connor, Head of Multi-Asset, Janus Henderson Investors, considers the prospects for growth and interest rates as we move into the final few months...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
By Paul Benson, Head of Systematic Fixed Income at Insight Investment
We believe investors should consider locking in high yield bond yields ahead of the...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024.
MARKET PERSPECTIVE
Global growth remains broadly resilient...
