As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone, asset manager Amundi has released an investments insights blue paper looking at these trends and how multi-asset portfolios can be resilient in an inflationary regime....
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are flocking back to the asset class.
If you are a first-time investor or thinking about reinvesting, you can invest direct in individual bonds or indirect, through...
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 including his strategic asset allocation views, the case for using fixed-income ETFs alongside direct investment and current market themes and trends.
Darren Wills - Thinking about...
Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem:
The worst is behind us – Aussie banks are liquid
With the risk of new financial crisis waning, after last night’s comments from Yellen, one could suggest said body has a pulse. Nevertheless, I...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and many central banks approach the end of their tightening cycles.
Robert Abad, Product Specialist at Western Asset says, "Looking ahead six to 12 months, we think...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a bachelor’s degree with honors in economics from Occidental College graduating cum laude. He also holds the Chartered Financial Analyst designation and is a member of...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies.
The risks associated with many technology companies today are avoidable, yet investors are focused elsewhere.
While they are not nearly as exciting as technology or AI, industries that are supply constrained, with...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illustrate this. The big picture, however, is that inflation is lower and is...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 April 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive against a backdrop of gradually easing inflationary pressures across most economies.
U.S. growth continues to be resilient, buoyed by a strong consumer, while optimism around European...
