By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income
If central banks' urgency to return inflation to their respective targets...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023.
MARKET PERSPECTIVE
Despite expectations for slowing...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...
With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk from Aviva Investors travelled to...
