Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2021.
PORTFOLIO POSITIONING
We remain modestly underweight equities...
Global high yield distress ratios have been put in the spotlight by a chart and analysis by Nachu Chockalingam, Senior Credit Portfolio Manager at...
Westpac Banking Corp has raised AUD$7.4 billion (US$5.5bn) in the US bond markets in what is believed to be a record for an Australian...
“Let’s talk scams” is the theme of this year’s national Scams Awareness Week as more 350 partners across government, private and community organisations join the fight...
The Fed’s FOMC statement outlines the long path to normalisation. Bond markets have become more volatile but equity markets have shrugged off concerns’
Commenting on...
Investment management firm Daintree Capital today marked the first time Hybrid Opportunities Fund (ASX:DHOF) was quoted on the ASX.
An announcement by Daintree said ASX:DHOF...
Roy Morgan research has found that in October 2021 Australians expected inflation of 4.8% annually over the next two years, up 0.3% points, and...
Market Review & Outlook
Alternative fixed income manager CIP Asset Management (CIPAM) publish a quarterly market review and outlook across a range of sub sectors....
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Market review
Inflation fears led markets...
The big local development last week was the higher than expected trimmed mean CPI outcome, with annual growth pushing up to 2.1%. Although in...