Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook.
The following outlook includes directions to investment destinations where the water may prove warmer and more inviting than in others — provided swimmers exercise caution and stay aware of their surroundings.
Many wary market participants are sitting on high levels of...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return to peaks of the past, even if we enter an economic downturn, given strong corporate balance sheets.
We believe the asset class is well positioned...
Inflation has been kind of an enigma for the world over the past few years.
Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It was put down to temporary supply constraints, adjusting from the covid pandemic. However, inflation was rising higher and more persistent than initially...
More than half of Australian investors feel positive about their finances, despite the macroeconomic headwinds.
Investors have high expectations, hoping for 8% above inflation this year.
More than three quarters of Australians say higher everyday costs are their biggest financial fear.
Australian investors remain positive about their finances despite...
Amundi's Mid-Year Global Investment Outlook
Narrow and uncertain path to growth: global growth to further decelerate and bottom out H2 2023, progressive recovery becoming more likely in H1 2024.
Slowdown in inflation will be gradual, mainly in the core component: Inflation trending lower but should remain above central banks'...
The Federal Reserve (Fed) will keep rates on hold for now, leading many to anticipate hikes at future meetings.
We think that distracts from the realities of the long-term outlook, notes Western Asset
At the June 14 Federal Open Market Committee (FOMC) meeting the Federal Reserve (Fed) left rates...
Stubborn inflation, higher interest rates, and slower economic growth point to a murky near-term outlook
T. Rowe Price has released its outlook for global financial markets in the second half of 2023 which suggests a reluctantly bearish view for the short term, with more room for optimism over the longer...
Concerns grow for the global economy, inflation is not beaten, says Morgan Stanley Investment Management
As the challenge of bringing down inflation remains ongoing, the Fixed Income team at Morgan Stanley Investment Management note that there is no doubt the global economy is slowing, raising more challenges to central banks...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed as data has been surprising to the upside, despite evidence of tightening financial conditions that are still expected to weigh on economic growth in the...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in order, as the central bank has managed to increase interest rates to its desired target and largely price out cuts for the rest of the...
