From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income Lacklustre Q4 performance sets the stage for a 2025 bull market No...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
A major macro regime transition for 2025 Risks to US market rates are no longer skewed to the downside Rosy vs. gloomy, a...
Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...
Good data is bad More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management As 2024 is now behind us, we are reflecting on a year...
Observations from T. Rowe Price We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility. Though inflation remains sticky,...
By R.J Gallo, senior portfolio manager at Federated Hermes The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...

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