By Patrick Marshall, Head of Private Debt & CLOs, and Carina Spitzkopf, Director, at the international business of Federated Hermes. Federated Hermes is a...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis...
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...
From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
From Brian Carney and Kevin Minas, Mawer
Executive Summary
Private credit assets under management have boomed over the past decade with various estimates putting the...
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
Global markets are displaying a risk-on approach, following the United States' trade agreements with certain key partners and the reduction of risks associated with...
