Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns.
Cognitive biases such as confirmation...
Russell Investments' strategists believe soft-landing optimism can deliver more near-term market gains but the risks of a sharper economic slowdown later in the year...
Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...
Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment
High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The global economic outlook...



































