global macro

Key Points: • Global economic growth has improved a little and the US economy remains very resilient. However, progress towards lower inflation has slowed. •...

PIMCO, Fidelity and Western Asset reveal what they’re watching most closely and where they think markets will be 12 months ahead

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...

And why investors should be more nuanced when allocating to various assets in this market.

Next year will be predictable with calm waters and no surprises…SAID NO ONE EVER!

The key insights and nuggets from Wall Street CEOs as they hand down their latest quarterly results.

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.

Will the mantra of ‘higher for longer’ interest rates be superseded by ‘lower and sooner'?

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

Welcome to the ListedReserve monthly Bitcoin news wrap-up.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...

Investing can be like sailing: we know the destination, but we still need to navigate through the journey. Dynamic Asset Allocation can help