From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors. The merits of a diversified portfolio...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
By Adam Marden, Portfolio Manager, Multi-Asset and Fixed Income at T. Rowe Price The U.S. government will need to issue more Treasury debt to fund...
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...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management Historical patterns can provide a useful roadmap for the future but can sometimes...
Key takeaways • Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation. • The US...
Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...
The Fed chose a bold first move to ensure the "soft landing" can remain soft. The ensuing trajectory remains very dependent on the...
Professional fixed income investors are increasingly turning their attention to emerging markets as they chase more attractive yields and greater diversification, according a new...
By Max Minack, BetaShares With the RBA cutting the official cash rate and announcing further quantitative easing (QE) measures, as well as the dwindling dividend...

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