fed

Funds management

The Fed could cause long-held investor assumptions to reverse

A significant correction in bond and equity markets is likely if the Federal Reserve jams on the monetary brakes, potentially challenging how multi-asset investors react ...

Expert Analysis

The tapering headache

With inflation rising, global central banks are being forced to rethink their monetary policy actions and are likely to begin tapering soon, writes Kerry Craig....

Funds management

Easiest part of the economic recovery almost over: Calvert

The easiest part of the recovery is almost over as risk assets have continued to rebound into the third quarter and the US Fed continues to support the bond market....

Funds management

Franklin Templeton positions for likely Australian recession

Franklin Templeton has been tactically adjusting its fixed income portfolios in expectation of a possible global financial crisis and is looking to take advantage of attr...

Funds management

Fed adopts pragmatic tune on inflation in dovish forecast

The forward guidance delivered by the Fed yesterday “was no longer about being patient but being pragmatic,” according to JP Morgan Asset Management’s Kerry Craig, with y...