A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The outlook for the global economy remains uncertain as central banks navigate battling stubbornly high inflation in the face of weakening growth expectations.
Taming inflation remains the US Federal...
20+250+16+30% = Recovery?
Robin Usson, Senior Credit Analyst at Federated Hermes, comments on recent developments in the China Property Market
Over the past week and a half, there has been growing momentum for a property bailout in China and China HY Property bonds have recovered all the ground lost prior to...
In trying to absorb the “new normal,” capital markets have re-priced assets in ways that create a more balanced picture between equity, fixed income and alternative options, according to Stephen Dover, head of Franklin Templeton Institute.
According to Dover: “In a recent discussion, the Franklin Templeton investment managers broadly agree...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a factor in future rate decisions, but we still believe the central bank will be forced to remain hawkish longer than it expects.
While we believe...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit markets for investors who know where to look.
With the La Niña weather pattern inundating us with rain this past year, it’s hard to imagine that...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as hopes of a slowdown in central bank tightening caused a solid bounce in PE valuations and a decline in the equity risk premium. Overall, global...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides his key takeaways.
Key takeaways
The RBA’s priority is to return inflation to 2-3%, and it will do what is necessary to achieve that, but it...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The global economic outlook remains uncertain as central banks balance reining in high inflation against a weakening growth backdrop.
The US Federal Reserve reinforced its commitment to bring down...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets, where debt levels and GDP income show only a fraction of the story.
No country can achieve a sustainable growth pattern or an inclusive economic outcome...
One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through a cycle. Indeed, as with the Scorpions’ famed 1990 ballad, we believe that ‘listening to the wind of change’ is helping to keep us ahead...
