Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are opportunities ahead.
Stephen Dover, chief market strategist at the Franklin Templeton Institute notes: "In the first half of 2023, investors faced...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using market volumes known as volume weighted average (VWAP) calculation method. If there isn’t enough trading volume to calculate BBSW then there’s a waterfall where BBSW...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and many central banks approach the end of their tightening cycles.
Robert Abad, Product Specialist at Western Asset says, "Looking ahead six to 12 months, we think...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023.
MARKET PERSPECTIVE
Despite expectations for slowing global growth in the back half of the year, some regions are proving more resilient in the face of tighter financial conditions, bolstered by strong...
It’s not hard to see why investors and asset allocators are in a dichotomy over when/how/why to consider upping allocations or reallocating to fixed income. Unless a bond market participant – and frankly even then dispersion of view is wide – trying to fathom clear rationale against a noisy...
The three-month Bank Bill Swap Rate (BBSW) is a benchmark for Australian floating rate securities. Not that long ago, the rate was close to zero, which meant those securities earned very little.
Today, it’s a different story. Three month BBSW came close to 4.4% in recent weeks when the market...
The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch.
But the real question we should be asking is does it matter?
After all, there was minimal impact from the decision by S&P to downgrade its US credit rating back...
By Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
The first half of 2023 was just the latest reminder that we have entered a period of elevated macroeconomic volatility where regime shifts are likely to occur with greater frequency and consequence than experienced in...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
All three traffic lights monitored by Janus Henderson Investors' credit team continued to flash red in Q2 2023.
Disparity between nominal growth and real growth, combined with high inflation, has allowed nominal earnings at companies to stay...
By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
The young bond bull market that started last year took a performance pause in the second quarter as yields unwound some of the first quarter's flight-to-quality rally triggered by the US regional bank crisis. Markets...
