Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
As interest rates around the world continue to rise, the attractiveness of fixed income investments has become increasingly compelling, and bonds now offer far...
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...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return...
More than half of Australian investors feel positive about their finances, despite the macroeconomic headwinds.
Investors have high expectations, hoping for 8% above...
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...
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...
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...
