Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
Key takeaways
• Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles...
From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
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...
Introduction
The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
-Uncoordinated policy actions point to an uneven path towards net zero greenhouse gas emissions. This could mean higher inflation in the short term and...
