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...
Macro Uncertainty: Investors Reposition Fixed Income For Diversification and Liquidity
Contributing Author
Shift toward Europe and Asia-Pacific IG credit and EMD as asset owners reassess concentration risk
Asset owners are increasing allocations to fixed income as they...
By Ed Goldstein, Partner, CIO of Coller Credit Secondaries, Coller Capital
Liquidity is increasingly top of mind in private markets, driven by the evolution of...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to...
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 Erik S. Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The jury is out on whether the United States economy will be able...
The S&P 500 is up 11% since 9 April and the deadline for what US President Donald Trump will do with tariffs is approaching....
Amundi, part of the Credit Agricole Group and Europe’s largest investment manager with EUR1.729 trillion in assets under management, has released its outlook for...
By Ken Hanton, Independent Fixed Income Specialist
This year, as is always the case, there will be many moving parts that will determine the final...



































