Inflation and the cash rate continually hit news headlines at the moment, but are you aware of what is happening to one of our...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together...
Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential for attractive returns.
After last...
Scott Solomon, Co-Portfolio Manager of the T. Rowe Price Dynamic Global Bond Strategy shares his comments on why rate cuts may not help the...
By Daleep Singh, Vice Chair and Chief Global Economist at PGIM
Overheating: The Collision of Two Eras
My base case for the U.S. economy is now...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
Big section numbers, even bigger risks
The case for duration may be a bit stronger in Europe than in the US
The investor...


































