by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
Andrew Canobi, a Director within the Franklin Templeton Fixed Income team in Melbourne, Australia, discusses what is causing the current selloff in US and...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
KPMG’s Australian Major Banks Full Year 2023 Results Analysis finds that the Majors reported a combined cash profit after tax from continuing operations of...
There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Last year was a...
From PGIM Fixed Income
As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...
A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...
