I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
Are we done with rate hikes? Or can't rule them out? Or should we be preparing for rate cuts?
It might seem as though more...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
The RBA surprised markets by hiking the official cash rate an...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited
Emerging Markets government bonds performed very well year to date and the outlook for the...
BetaShares Australian High Interest Cash ETF (ASX:AAA) is the largest fixed income ETF in the market with $3.366 billion in funds under management as...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...
From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors.
The merits of a diversified portfolio...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...



































