Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management
Interest rates...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights.
Executive summary
If the past 12 months taught investors anything,...
With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
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 Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management
Global bond curves steepened over the past week, and the volatility we...
From Michael Goosay, Chief Investment Officer, Global Fixed Income at Principal Asset Management
Coinciding with the overnight implementation of President Trump's new tariffs, investors saw...
Yesterday Alphabet priced the largest corporate bond deal ever done in Australia. A$5.5 billion across six tranches, with a book north of A$18 billion...
