ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
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...
By Nikolaj Schmidt, Chief International Economist, T. Rowe Price.
Recently, we have seen the 10-year US government bond rise above 5 per cent again, while...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
By Anthony Si, Senior Investment Specialist at Citi Australia.
We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
