Article list

Everything from Principal Asset Management

Rising global bond yields: The test for risk assets

From Principal Asset Management

Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their highest level since 2007, 30-year JGBs

continue reading

25 May 2026

Q2 2026: Fixed income perspectives

From Principal Asset Management

Policy, conflict, and credit At the start of the year, the macro environment was defined by resilient growth and moderating inflation—supporting expectations for gradual Fed rate cuts. Combined with attractive

continue reading

20 Apr 2026

3Q 2025 Fixed Income Outlook: Opportunities amid policy-driven volatility

From Principal Asset Management

Entering the second half of the year, interest rates will likely see a more bullish trend driven by slower economic growth and accelerated expectations for a resumption of Fed rate

continue reading

21 Jul 2025

June CPI data shows trade impacts materialising

From Principal Asset Management

The June CPI report came in as expected, bringing the annual headline increase to 2.7%, a tick-up from last month’s 2.4% reading. Meanwhile, core inflation rose 2.9%, softer-than-expected for the

continue reading

17 Jul 2025

The end of the 90 day US tariff reprieve is over for now

From Principal Asset Management

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on April 2, also known as “Liberation Day,” saw

continue reading

15 Jul 2025

2025 mid-year outlook: What’s ahead for real estate

From Principal Asset Management

Fundamentals drive returns in an uncertain environment We entered 2025 on a wave of optimism, but policy and geopolitical shifts have once again altered market dynamics, pushing investors to brace

continue reading

14 Jul 2025

Iran conflict sparks geopolitical shockwave as markets brace for impact

From Principal Asset Management

Thirteen days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defence, surface-to-surface missile sites, and senior military and scientific personnel. Over the weekend, the conflict escalated

continue reading

25 Jun 2025

Mid-year Perspectives 2025: Cutting through the noise

From Principal Asset Management

After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock. Over the past few months, forecasts have

continue reading

10 Jun 2025

Re-evaluating core equities: the forgotten space

From Principal Asset Management

Once considered the “forgotten space,” core equities are emerging as a potentially compelling allocation for U.S. equity investors—even during these volatile times. More recently, investors have tended to go passive

continue reading

28 May 2025

Market impacts of the 90-day tariff reprieve

From Principal Asset Management

President Trump announced a 90-day reprieve on reciprocal tariffs, reducing them to 10% across all countries except for China, on which the U.S. raised reciprocal tariffs even further, from 104%

continue reading

14 Apr 2025

FIRST 12 3 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]