Five bond strategies to help investors navigate evolving markets. From T. Rowe Price.
KEY INSIGHTS
The pain of 2022 has reset bond yields to meaningfully...
Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds Talks About Life And Government Bond Strategies In The Coming Year - Part 1.
I’ve watched...
KPMG’s Australian Major Banks Full Year 2023 Results Analysis finds that the Majors reported a combined cash profit after tax from continuing operations of...
Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
Key Takeaways
We believe that global credit is well positioned in the period ahead as an asset class that may deliver attractive defensive characteristics,...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM
Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the...
