From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price
The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights.
Executive summary
If the past 12 months taught investors anything,...
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
From Principal Asset Management
With the economy slowing and inflation moderating, the Federal Reserve (Fed) should be gaining the confidence it needs to start rate...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
Elizabeth Moran interviews Hui Sien Koay, Head of iShares Fixed Income Product Strategy, APAC ex-Japan, BlackRock, and James Waterworth, Director, Wealth Distribution Australia, BlackRock,...
From Moody's Ratings
Australian US-dollar issuance is dominated by investment-grade issuers that benefit from Australia's (Aaa stable) diversified economy, supported by strong immigration-led population growth...
