By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
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...
By Mitch Reznick, CFA; Robin Usson, CFA; and Sophie Demare of Federated Hermes
After record issuance in 2021, the Green, Social, and Sustainability bond market...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
