By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
Chief Investment Officers from Franklin Templeton specialist investment managers share their view on corporate health in the US across fixed income and equities asset...
Adam Marden, Co-Portfolio Manager of the Dynamic Global Bond Strategy at T. Rowe Price, shared his views on why Treasury market volatility is likely...
Blossom co-founder and CEO, Gaby Rosenberg says that their 2024 investment outlook anticipates that demand for the stability of fixed income will remain strong.
Blossom...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
In brief
-Volatility has risen considerably in the eurozone, which may ultimately pave the way for buying opportunities.
-European fixed income valuation has improved.
-Disinflation is back...
Australian asset consultancy Atchison says investors relying on resources alone to hedge inflation are making a concentrated bet on Chinese demand. A spread across...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2023.
MARKET PERSPECTIVE
While evidence of slowing inflation...
Scott Solomon, Co-Portfolio Manager for Dynamic Global Bonds Strategy at T. Rowe Price shares his views on the rising U.S. 10-year Treasury yield and its...
