Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share their views on the US election.
Nazmeera Moola, chief sustainability officer, Ninety One: "The Republican victory is likely to see the US retreat from all global...
Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made it clear that Donald Trump has been elected the 47th President of the United States. He secured both the popular vote and the Electoral College...
Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election:
1. Personnel is policy
Regardless of whether Democrat Kamala Harris or Republican Donald Trump is in the White House, who the next president chooses to helm certain federal agencies will shape policy...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in the polls. How will the result impact credit markets?
Expected outcomes of the US elections are all within margins of error. Across the White House, the...
CPI inflation was just 0.2% in the September quarter, bringing the annual rate down to 2.8%. But don’t expect the RBA to celebrate inflation inside its target range with a big “mission accomplished” banner.
Electricity prices fell 17% in the September quarter but would have risen 0.7% without Federal and...
Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia
Abstract
Global private credit has grown rapidly over the past two decades, providing an alternative source of financing for businesses. This article introduces a new estimate of the size of private credit outstanding in Australia, based...
Shopping around for the best interest rate isn’t just a smart financial move - it’s an essential one, especially for institutions and councils with surplus funds, says a leading fixed term deposit expert.
Curve Securities CEO, Andrew Murray says when surplus cash sits idle or isn’t invested wisely, the potential...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary institutions have changed, as have technology, geopolitics, and financial markets behaviour. Plus, the economy is still normalizing from the effects of unprecedented stimulus measures following...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets across the asset-class spectrum posted gains. The top performers were asset classes that pay fixed coupons; these benefited from the fall in risk-free rates, particularly...
Anna Dryer, a portfolio manager in the Fixed Income Division at T. Rowe Price shares her views on the upcoming US election and its potential impact on the long-term Treasury yields as follows:
Our research indicates that this is the closest presidential election in over 60 years, with a high likelihood...
