By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 29 February 2024.
MARKET PERSPECTIVE
Firming in global growth...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
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Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
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...
Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...
Franklin Templeton's Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the "last mile" of disinflation may prove to be...
