The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since...
From Seema Shah, Chief Markets Strategist, Principal Asset Management
With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
From Apostle Funds Management portfolio manager Joe Unwin.
Why investors should favour credit over other asset classes in 2023
Relative value in both defensive and...
Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2023.
MARKET PERSPECTIVE
While evidence of slowing inflation...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
Late last year I interviewed Andrew Frankling from Barrington Asset Consulting. Barrington primarily help charities and NFPs invest and I thought it’d be interesting...
