By Thomas Haugaard, Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors.
Key takeaways:
The hard currency emerging market...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
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...
Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds...
By Greg Peters, Co-Chief Investment Officer, PGIM Fixed Income
This time last year, Chairman Jerome Powell and the U.S. Federal Reserve were attempting what nearly...
