From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
There is no dispute about the current fundamentals, Western Australia (WA) has a better existing economy and budget position than Victoria.
WA benefits from its...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
The Australian Prudential Regulation Authority's (APRA) decision to phase out $44 billion worth of additional Tier 1 (AT1) bank hybrids by March 2032 will...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
Globally, central banks are starting to cut interest rates, New Zealand and UK have both cut and cuts look imminent in the US. Our...
• An overview of asset class performance since the beginning of the Iran war
• The correlation between bonds and equities is back up
• The...



































