This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
From Richard Gluyas, NAB
The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...
From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds
Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...
From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
As expected, the European Central Bank (ECB) kept its policy rates steady today, the second consecutive meeting without rate action. The interest rates on...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Soft growth, sticky inflation and fiscal challenges have undermined confidence in the UK. However, the FTSE 100 index recently hit a new all-time high....
