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The Rising Cost of Capital: Bond Implication

Time to rethink fixed income portfolio

Arif Husain, Head of International Fixed Income
T. Rowe Price,  August 2023

Deflation Tsunami

Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

Robert Burrows
M&G Investments,  Bond Vigilantes, 25 May 2023

USD: The King is Dead – Long Live the King

Robert Burrows
M&G Investments,  Bond Vigilantes, 13 April 2023

The return of the King: Cash makes a comeback

For a long time, it has made no sense to keep money under your mattress or invested in cash-like instruments (short dated, fixed return) such as money market funds, without facing an inflation-adjusted loss.

Eva Sun-Wai
M&G Investments,  Bond Vigilantes, 13 March 2023

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter

Timothy Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2023

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

Arif Husain, Head of International Fixed Income
T. Rowe Price,  July 2022

Multi-asset allocation views: Is this the end of the 60/40 strategy?

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  20 July 2022

Major turning points?

The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.

Charles-Henry Monchau, Chief Investment officer
Banque Syz SA, Focus, Major turning point? 29 March 2022

Implications of the Removal of Russia From MSCI Indices

Russian shares to be removed from MSCI indices due to market accessibility issues.

T. Rowe Price,  March 2022

What’s Behind the Market Volatility, and What We’re Watching Next

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

Sebastien Page, Head of Global Multi-Asset
T. Rowe Price,  February 2022
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