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 30 September 2023.
MARKET PERSPECTIVE
While global growth and...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
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...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies.
The risks associated with many technology companies...
Interview with Peter Kent, Ninety One’s Co-CIO of Fixed Income
Kent is a strong advocate for diversifying into emerging market (EM) debt, saying the lines...
