Geopolitical fragmentation and tighter spreads may define the macro backdrop, but how capital responds depends largely on who controls it.
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Tag : rates
Industry experts share their outlook on bond markets and what to expect from the Fed, Bank of Japan and other major central banks.
Bryan Goh, CEO of Singapore’s Tsao Family Office, says long-term interest rates and structural economic shifts are defining how families navigate wealth today.
While Asian markets are influenced by the prolonged wait for interest rate cuts in the US, the central banks in the region are seen to have very different objectives in the coming six months.
In partnership with PGIM Fixed Income
Amid macro uncertainty and slowing growth, PGIM Fixed Income’s emerging markets (EM) debt team aims to minimise vulnerabilities while selectively tapping opportunities across bonds, rates and currencies – a tried-and-tested approach that has also secured an AsianInvestor award.
The threat of higher interest rates means the days of set-and-forget investing could be over. But is picking the winners a risk too?
Two Australian investors have urged caution amid fears that the low interest rate and low inflation investment landscape is due for a correction.
Regional life insurers will seek to reweigh their portfolios to seek out sufficient returns in the low rate environment, reduce duration gaps and adapt to new capital rules.
In the latest Year of the Dog prediction question, AsianInvestor questions whether the US Treasury curve will invert, and herald a potential economic recession.
CLSA strategist Chris Wood notes the US Federal Reserve has been wrong on just about everything, adding QE is deflationary and is having the opposite effect to what was intended.
