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How Will The Boom in US Government Debt Supply Affect Markets?

Contributing Author

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...

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Capital Notes Holders Wiped Out in Credit Suisse Debacle

Elizabeth Moran

Credit Suisse (CS) has been an under-performing bank for years, if not decades. So, it should be no surprise that it faltered after US...

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AU Inflation – A Report to Match Australia’s (Hot) Weather

Contributing Author

By Matt Simpson, Senior Market Analyst, City Index There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...

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Hard, Soft or No Landing? How The Fed Will Navigate 2024

Chris Iggo

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...

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Global Asset Allocation: The View From Australia

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025. MARKET PERSPECTIVE We have a more cautious...

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Understanding Steep Curves

Contributing Author

It’s tempting to assume that a bond with a yield of 6% will give a yield of 6% every year. But bonds usually give...

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Australian Insurers Adjust Their Portfolios for Inflation and Rising Interest Rates

Contributing Author

Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...

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Fixed Income is Attractive, but Beware of “Fake” Yield

Robert Almeida, Jr.

By Robert M. Almeida, Portfolio Manager and Global Investment Strategist Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...

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The Risk of No Landing

Benoit Anne

No-landing remains a macro risk in the US There is a place for fixed income Goldilocks Don’t ignore sovereign credit risk The eagle has...

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2023 Outlook: Australian Fixed Interest

Jay Sivapalan

Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...