The fascist Trump regime is ideologically more aligned with Russia and China than traditional Western democracies.
The big global struggle is no longer...
John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
Bond income returns potentially higher in 2025
Confidence in US growth should sustain performance
Asia's economy has become increasingly challenging.
Many bond investors have...
ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
