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,...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
President Donald Trump's longstanding criticism of Federal Reserve (Fed) Chairman Jerome Powell—ironically, someone Trump himself appointed during his first administration— came to a head...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are...
Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...
Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem:
The worst is behind us – Aussie banks...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a...