Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM
Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end...
Pursuing social and environmental impact alongside financial returns
A joint paper from T. Rowe Price by:
Matthew Lawton, Portfolio Manager, Global Impact Credit Strategy
Hari...
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...
We hear plenty of experts talking about sectors they favour in the current environment, but how does this translate to your portfolio?
In this article,...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton...
Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
