Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 March 2023.
MARKET PERSPECTIVE
Lagged impacts of central...
Five bond strategies to help investors navigate evolving markets. From T. Rowe Price.
KEY INSIGHTS
The pain of 2022 has reset bond yields to meaningfully...
Bad monetary policies often lead to economic and financial turmoil
While today's banking crisis is of a different scale than the global financial...
From Matt Simpson, Senior Market Analyst, City Index
The RBA held interest rates at 3.6%
This breaks a record streak of 10 consecutive hikes...
After the worst returns for fixed income in generations in 2022, bonds are back in demand, driven by higher bond yields and volatile equity...
Andrew Lockhart, Managing Partner, Metrics Credit Partners, presents an outlook for business credit in the next 12 months and the role it plays in...
From Bell Potter
ANZ announced the offer of a new Additional Tier 1 (AT1) capital security, being ANZ Capital Notes 8 (ASX:AN3PK), to raise ~A$1bn...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
Amundi Asset Management has provided commentary on the recent market and banking sector uncertainty in Europe.
Uncertainty in markets continued at the end of last...
Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem:
The worst is behind us – Aussie banks...