Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments.
Private Credit covers a range...
Australian insurers are increasingly reassessing where to deploy capital to capture emerging opportunities after years of maintaining disciplined portfolio positioning amid ongoing market dislocation...
Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...
By NAB Corporate and Institutional Banking
The Australian dollar primary market had a record start to 2024, with A$61.1 billion raised in financial institution (FI)...
From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
