By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes
Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It's been difficult for investors to move away from cash. However, the days of...
Middle East Conflict: Implications for Equities, Inflation, and Asset Allocation
Contributing Author
Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
Andrew Lockhart, Managing Partner, updates Fixed Income News Australia on the Metrics Credit business and explains why it’s different from others.
How is the business...
By Pete Robinson, Head of Investment Strategy, Challenger Investment Management
Many will have seen the recent news regarding US Private Credit exposure to the software...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
A major macro regime transition for 2025
Risks to US market rates are no longer skewed to the downside
Rosy vs. gloomy, a...
In Brief
Equities tend to wake up late to recession risks.
A buildup of short-term corporate debt should weigh on profits as borrowing costs...
Emerging Market Debt in 2025: Stick to Income and Relative Value in a Disruptive Year
Contributing Author
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
The RBA surprised markets by hiking the official cash rate an...



































