Trump era outlook for emerging markets debt in 2025

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In a new Trump era, the potential push higher in US inflation, growth, rates, the dollar and Treasury yields has implications for emerging markets debt (EMD) investors. Janus Henderson Investors... Read more continue reading

Mixed market sentiment for 2025 driven by global geopolitics and central bank easing cycles

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The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its fund manager... Read more continue reading

Surge in investor demand for diversification

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The latest Manager Intelligence and Market Trends report from independent global investment consultancy, bfinance, has found that investors are increasingly looking to improve diversification across regions, styles, and market caps... Read more continue reading

The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

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In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with... Read more continue reading

CPD: Tapping into offshore Real Estate Debt – why now is the time

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Australians have long seen property as the key to building wealth. With consistent price growth, tax perks like negative gearing, and the appeal of tangible assets, real estate has thrived... Read more continue reading

Investment conditions continue to look promising in Brazil and China

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September and October are often monumental months in global markets and economics: for example the Asian economic crisis of late 1997 and the GFC in 2008. This year’s start to... Read more continue reading

Why 2025 is looking friendly for global equities – even before Donald Trump was elected

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Despite significant negativity around inflation, interest rates and the global economy in general, several factors are making global equity markets attractive. Global macro settings are expected to remain within their... Read more continue reading

What are the policy implications of a second Trump presidency?

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As recent polls and market trends predicted, Donald Trump has been elected president of the United States. With the uncertainty around the outcome removed, many investors will now focus on... Read more continue reading

Why small cap investors aren’t waiting for starter’s gun on interest rates

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Small cap stocks seem poised to benefit from the shifting interest rate landscape, yet while markets await more evidence of a potential cut there remain plenty of good opportunities to... Read more continue reading

CPD: Understanding investor behaviour – the value of advice (part two)

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Investor behaviour, positive and negative, cannot always be anticipated and can have a marked impact on client outcomes. This article, proudly sponsored by Russell Investments, examines the value of advice... Read more continue reading