Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
FINA’s Fixed Income ETF Finder has been updated. Here, editorial director, Elizabeth Moran summarises the changes, including new ETFs, inflows, and the best and...
This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023.
MARKET PERSPECTIVE
Despite expectations for slowing...
When we think about the current volatility, we are reminded of a prescient quote from
Russian revolutionary and president Vladmir Lenin: “There are decades where...
