We publish the summary and fixed income section of a 3Q2025 Global Market Perspective report.
Report Summary
The global growth outlook has stabilized amid shifting...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market.
"As...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The global economic outlook...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
Global and Australian market commentary from Jamieson Coote Bonds
The changing bond market
After the rapid rise in the cost of capital the world over, economies...
From Alan Greenstein, Zagga CEO and Co-Founder
For even the most experienced investors, portfolio composition and income generation have become markedly complex. Amidst the hunt...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
