By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
This market review comes from Jamieson Coote Bonds
The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot'...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
By Arif Husain, Head of fixed income and chief investment officer, fixed income at T. Rowe Price.
During our fixed income policy week discussions, participants...
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...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies.
The risks associated with many technology companies...
