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...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
Today marks the official launch of a new Australian based fund manager - Fortlake Asset Management.
Fortlake brings together some of the best investment minds...
Safety Concerns
We have written and spoken about the shortage of “safe havens” or high-quality assets in the world.
There exists an ever-pressing need for...
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,...
