The fascist Trump regime is ideologically more aligned with Russia and China than traditional Western democracies. The big global struggle is no longer...
From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023. MARKET PERSPECTIVE Macroeconomic outlook remains mixed...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the second installment of...
From Sriram Reddy, Managing Director - Credit, Man GLG Introduction We have been speaking about the end of the credit cycle for some time, but the...
Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024. “A visit to Australia was high...
US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...
By Michael Goosay, Chief Investment Officer, Fixed Income at Principal Asset Management. From Principal Asset Management’s second quarter 2025, Fixed income perspectives. Markets are being...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...

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