By Benoit Anne, Managing Director, Investment Solutions Group While there have been plenty of fears in global markets in the recent past, we believe that...
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...
Some bond market participants are concerned that the rise in Japanese government bond (JGB) yields is a bearish sign for global fixed income. There...
A major macro regime transition for 2025 Risks to US market rates are no longer skewed to the downside Rosy vs. gloomy, a...
In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...
By Tiffany Wilding, Economist, PIMCO In recent months, major central banks have placed a greater emphasis on broader financial conditions when describing the stance of...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus. MARKET PERSPECTIVE The global economic outlook...
From Thinktank's business development manager, Lauren Ryan The non-bank lending market has been garnering consistent headlines in recent weeks, as growing economic divergence puts the...

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