Sri Lanka’s long-running economic woes has now seen the country default on foreign debt repayments amidst rapidly growing political unrest in the country.
Sri Lanka has witnessed weeks of protests due to rising food prices and shortages of vital fuel supplies.
According to the Associated Press, Sri Lanka has suspended repayment...
A new report by global investment consulting firm bfinance has revealed what investment managers are searching for in the current market.
bfinance has issued their latest quarterly Manager Intelligence and Market Trends report providing insights into the first quarter of 2022.
bfinance services include a manager search and selection.
REPORT HIGHLIGHTS
- New...
By Greg Peters, co-CIO, PGIM Fixed Income
It’s been widely reported that historically low bond yields have sounded the death knell for the 60% equity/40% fixed income portfolio. While we acknowledge that the 60/40 construct is overdue for an overhaul, it is not due to low bond yields.
The so-called ‘60/40...
by Robert Almeida, Portfolio Manager and Global Investment Strategist
With higher rates, cash is becoming a viable alternative to risky assets, leading to higher asset-class correlations.
Going forward, unlike in recent years, the quality of the individual securities investors own will likely matter more to overall portfolio return than...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief Strategist at Principal Global Investors.
Commenting on the recent market sell-off, Shah said the S&P 500 has recorded six consecutive weekly declines for the first time...
Michael Buchanan, Deputy CIO, Western Asset Management part of the Franklin Templeton Group
I think some of the best opportunities in fixed-income right now are those sectors that have a heavy emphasis on income as a portion of their total return. It's really just about capturing good, reliable, consistent income....
Income investors are trying to determine how to obtain reliable and consistent income with defensive characteristics in the rising interest rate environment, according to Ashley Burtenshaw, co-founder and Chief Investment Officer, at Gryphon Capital Investments.
WEBINAR: Residential Mortgage Backed Securities (RMBS) with James Austin from Firstmac
"Our data confirms the RBA’s findings...
By Jason England, Global Bonds Portfolio Manager at Janus Henderson Investors
If Wednesday’s announcement by the Federal Reserve (Fed) proved anything, it is that the U.S. central bank continues to prioritize forward guidance in signalling the future path of monetary policy to reassure financial markets that its hands remain firmly...
In the wake of a yesterday's larger than expected rate hike, it’s difficult to foresee the RBA’s future actions based on its statements and forecasts, according to T. Rowe Price Associate Portfolio Manager Scott Solomon.
Responding to the rate hike, Solomon said: "The Reserve Bank of Australia (RBA) pivoted hawkish...
A change in the cash rate is not sufficient to justify a wholesale change in investment strategy, according to Vanguard Australia’s Head of Bond Indexing for Asia Pacific Jean Bauler.
The RBA went beyond market expectations yesterday by lifting its target cash rate to 0.35% (25bp hike).
Responding to the rate hike,...
