It’s not hard to see why investors and asset allocators are in a dichotomy over when/how/why to consider upping allocations or reallocating to fixed...
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
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...
Adam Marden, Portfolio Manager for Dynamic Global Bond Strategy at T. Rowe Price, shares his views on how traditional safe-haven assets are evolving in today's...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
Barry Ziegler, Head of Fixed Income at Bell Potter talks about his fascinating career and experience. Barry was involved in bringing the first retail...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
Liz Harrison, Fixed Interest Analyst – ESG at Janus Henderson, discusses how the change of government could see confident commitment to net zero targets...
