Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2024.
MARKET PERSPECTIVE
Global growth outlook remains positive against a backdrop of gradually easing inflationary pressures across most economies.
While resilient, recent evidence suggests some cooling in U.S. growth. European growth stabilizing helped by...
Analysis of net funds flow in the Australian investment products market shows that Exchange Traded Products (ETPs) are stomping the historical world of unlisted unit trusts.
In the 12 months to March 2024, total net flows for ETPs and unit trusts combined was estimated at negative $9.2 billion on total...
BlackRock Australia today announced the launch of the iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) with a management fee of 0.15%.
The iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) is designed to provide Australian investors with a targeted exposure to long-duration Australian Treasury and semi-government bonds.
The...
As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years. The interest rate on the main refinancing operations, the marginal lending facility, and the deposit facility were each lowered by 25 basis points to 4.25%, 4.5%, and 3.75%, respectively.
The...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
May was a tale of two halves, backed by the fortunes of inflation and central bank expectations. The Australian bond market, as measured by the Bloomberg...
Australian investment bank Barrenjoey has begun offering fixed income sales and trading services in Abu Dhabi as it continues its expansion with its first overseas office.
Barrenjoey said on Monday that it had begun to offer these services in the Abu Dhabi Global Markets, or ADGM, an economic free zone...
Australian Ethical Investment Limited (ASX: AEF) has announced it has entered into a binding agreement to acquire the sustainable fixed income asset management business, Altius Asset Management from Australian Unity.
The acquisition, when completed, will see Australian Ethical grow its funds under management (FUM) by circa A$2 billion, from $10.3...
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, has launched its Global Bond Fund as an offering to Australian wholesale investors.
The fund objective combines macro themes and a bottom-up approach to provide investors with diversified opportunities in fixed income with expected sources of excess return in credit,...
National Australia Bank has today launched an Additional Tier 1 Capital security, NAB Capital Notes 8. NAB said in an ASX statement that it was expecting to raise $750 million.
The offer comprises both a Broker Firm Offer to eligible investors and an Institutional Offer.
As a result of the Design...
Following the latest RBA rates decision, Mutual Limited’s CIO Scott Rundell looks at the latest sentiment and the outlook.
The RBA met today and as expected by markets and the vast majority of strategists, they left the cash rate unchanged at 4.35%. The tone of the statement was also broadly...
