Secular outlook – yield advantage

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The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in... Read more continue reading

Pengana Global Private Credit Trust reports strong initial raising on retail demand for global private credit

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Demand for retail investment access to global private credit has been demonstrated by a strong IPO raising for the Pengana Global Private Credit Trust (ASX: PCX), according to Pengana Credit... Read more continue reading

From volatility to victory: Franklin Templeton experts on building resilient Fixed Income portfolios

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The latest Franklin Templeton fixed income webinar saw investment experts share their perspectives on managing fixed income portfolios in an era characterised by both heightened volatility and changing inflation dynamics.... Read more continue reading

Hamilton Lane private wealth survey finds 70% of respondents planning to increase allocation to private markets – need for education continues

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More than 90% of survey respondents currently allocate client capital to private markets, with essentially all of them (99%) planning to allocate some portion of client portfolios to the asset... Read more continue reading

Institutional investors splash out despite cyclical doubts

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The State Street Risk Appetite Index bounced back to 0.09 in May revealing a modest risk on bias across the month (see Figure 1). Institutional investors on balance still saw... Read more continue reading

Stocks are the true independents in this election

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What does the rematch between Joe Biden and Donald Trump in the 2024 U.S. presidential election mean to financial markets? Holding a presidential election when emotions are running high, and... Read more continue reading

Interest rate concerns? Consider a multisector income strategy

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Investors face a new bond market landscape. The investment strategies that previously provided attractive performance potential may not be well suited for today’s market. For example, since the Great Financial... Read more continue reading

Global small caps and EM beneficiaries of economic conditions

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Sticky services inflation is keeping inflation higher than expected, and that will likely keep interest rates on hold in the coming months, though Zenith Investment Partner’s head of asset allocation,... Read more continue reading

Uncertain markets, stagflation fears support more diversified approach

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Diversification is becoming more important as markets navigate significant uncertainty and persistent inflation, including potential for ‘stagflation’, according to Pengana Credit CEO, Nehemiah Richardson. “There are conflicting signals in markets.... Read more continue reading

Acadian warns investors against trendy themes

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Global systematic investment specialist, Acadian Asset Management LLC, has warned investors about the dangers of latching onto popular investment slogans, and urged financial advisers to speak to clients about the... Read more continue reading