Today’s debate whether more rate hikes from the Fed are forthcoming should not be the main focus for investors, Western Assets asserts
Infrastructure’s resilience can serve investors well during times of economic recession, reports ClearBridge Investments
Time for equity investors to prepare for higher borrowing costs and rising stresses on corporate cash flows, warns MFS’s Robert Almeida
The Fed hiking rates or not from here onwards is a ‘distraction’, argues MFS strategist Robert Almeida. What matters instead are future cash flows/profits, and here markets are set for disappointment
With the US set to run out of money in the next few months, and US politics at bipartisan extremes, another debt ceiling battle is underway which could have recession implications
Ahead of the Herd’s Rick Mills explains why the Fed must pivot
The Albanese government is enjoying a thaw in the relationship with China, but that doesn’t imply a return to the good old Halcyon days is on the cards
Franklin Templeton’s Sonal Desai argues markets are too sanguine and the outlook for inflation, and central bankers’ attitude to it, has changed
Questions about EVs and the future of electrification do not stop with Tesla and its controversial CEO
WaveStone Capital’s Henry Hill has visited 50 UK and US companies to gauge the mood post-covid and the impacts of inflation and a slowing consumer