From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
Robert Tipp, chief investment strategist, fixed income, and head of global bonds at PGIM has commented on why the Federal Reserve’s December rate cut...
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
