Featured Archives

Featured

Trump and the US Govt 10-Year

Chris Iggo

Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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Extra Credit – Fallen Angels: Boeing on the Precipice

Contributing Author

From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...

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US Election: The Path Forward For Investors

Seema Shah

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made...

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Three Policy Developments to Watch After the US Election

Contributing Author

Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election: 1. Personnel is policy Regardless of whether...

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A Guide to Fixed Income and the US Election

Mitch Reznick

By Mitch Reznick, head of sustainable fixed income at Federated Hermes Vice President Kamala Harris and former President Donald Trump remain neck and neck in...

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Rebates Slow Inflation But Don’t Expect Rate Cuts

Jonathan Kearns

CPI inflation was just 0.2% in the September quarter, bringing the annual rate down to 2.8%. But don’t expect the RBA to celebrate inflation...

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Growth in Global Private Credit

Contributing Author

Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia Abstract Global private credit has grown rapidly over the past two...

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How Not Shopping Around is Costing Australian Institutions Staff and Money

Contributing Author

Shopping around for the best interest rate isn’t just a smart financial move - it’s an essential one, especially for institutions and councils with...

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Cutting Cycles and Learning To Love Bonds Again

Contributing Author

By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price There’s no perfect historical analogy for the current environment. Fiscal and monetary...