From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
T
he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded.
The mammoth...
Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive...
Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
From Michael Goosay, An excerpt from Principal Asset Management’s 2Q 2026 Fixed Income Perspectives
The fixed income outlook is shaped primarily by geopolitical uncertainty— especially the...
