Australian fixed income investors consider political and geopolitical risk to be the greatest threat to domestic credit markets over the next 12 months, according to Fitc...
Global markets are entering a ‘late cycle’ phase, as demonstrated by interest rate cuts, according to RARE Infrastructure....
The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...
Insight, part of BNY Mellon, believes there is only a ‘low probability’ of the US/China trade war being resolved soon as it identifies six areas which could be drawn into...
With President Trump threatened with impeachment and Boris Johnson handling Brexit in the UK, AMP Capital’s Diana Mousina examines how these political developments impact...
The US/China trade war may be dragging on, writes Laura Dew, but are we really facing the threat of a global currency war and will either side be a winner at the end?...
China will ultimately come out of the trade war on top thanks to its ability to pivot, Premium China Funds Management believes....
The US has few options available to it if it tries to get into a currency war with China, according to analysis from State Street Global Advisers....
Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...
The trade tensions between the US and China are expected to continue to shake up markets, according to RARE Infrastructure....
Laura Dew writes that the Global sector offers investors exposure to a wide-ranging set of worldwide themes that would be ‘impossible’ for them to access otherwise....
The sovereign wealth funds and central banks have increased allocation to fixed income, Chinese and alternative assets at the expense of European exposures, according to ...
Emerging markets are growing in popularity and those in the Asia Pacific ex Japan sector, and in India in particular, have a lot to offer investors, Laura Dew writes. ...
Advisers shouldn’t be asking if clients should be investing in fixed income but rather where they find those opportunities, as the market shifts to offering support to th...
Tactical stock selection will be crucial for investors to navigate US/China trade implications, according to Premium China....
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...