A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
Uncertainty persists for the global economic outlook as hawkish central banks battle with high inflation in the face of weakening growth expectations.
The US Federal Reserve has signaled a...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues.
The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch
Just like 2022 was the year of the global hiking cycle and 2023 was the year of peak rates, this year will undoubtedly be the year of rate cuts. The question is not if central banks will cut rates this year, but rather...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this article, we discuss the advantages and disadvantages to help you determine if they might be right for you.
A capital note is a hybrid product and...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be over. Hurricane Milton made landfall in central-western Florida as a Cat 3. It has caused severe wind and flood damage but has now passed into the...
By Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income
Summary
Most developed market (DM) bond markets have already priced in substantial interest rate increases
Bank of Japan sees inflation trend as an opportunity
Chinese bond market bucks bear market trend
Will we see a...
Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with 62% globally, and 74% in Asia, believing a recession will be absolutely necessary in order to get inflation under control, according to a survey from...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit rating which barely saw markets move. There’s a lot of uncertainty regarding inflation and the direction of interest rates. This article shares two divergent views...
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 the Global Financial Crisis.
The US government has stepped in to protect depositors. The government will not bail out SVB. Shareholders are not protected. The deposit protection is...
