The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
Whether there's a soft landing, hard landing, or no landing at all, it's been a big question for financial markets.
What is a soft landing?
A...
Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...
In Brief
Equities tend to wake up late to recession risks.
A buildup of short-term corporate debt should weigh on profits as borrowing costs...
US inflation came in higher than expected overnight, with prices climbing 8.3% compared to a year ago. The acceleration points to a stubbornly high...
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...
Nuveen's CIO, Saira Malik, shares her key takeaways on the weight of the upcoming US election and how this is affecting markets. Saira also...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...


































