Macro

I have mixed memories of my first Thanksgiving, soon after I went to study in Massachusetts in 1985. Kindly invited to a friend’s family celebration, I was driving my...

Each year, the Neuberger Berman investment leaders identify the 10 key themes they believe will be prominent in markets over the next 12 months.

In response to the rapid, ongoing rise in inflation, global central banks have embarked on policy tightening at an unprecedented pace. Indeed, market pricing for the...

With the RBA continuing to stoke market volatility as it ratchets interest rates higher, it seems APRA, Australia’s other financial regulator, is eager to get in on...

Journalist Donald Horne once proclaimed Australia to be ‘the lucky country’. Horne’s intent was to comment that, while other industrialised nations created wealth...

So there is good news and bad news. The bad news is that national house prices are falling at a record 14% annual rate based on the last three months of data from...

Before the iPhone even had a copy-paste function, millions of Kenyans were banking on their phone. Mobile money, real-time payments, crypto, and even BNPL were all...

ETFs have flourished in recent years. They can tap into niche investor interests, such as robotics. They are easy to use and accessible. They can be a cost-effective...

The crypto crash has been fascinating to watch and bears the hallmarks of a standard non-bank financial crisis that inevitably arises every time there is a liquidity...

It is still too early to tell if 2022 will end with a bang or a thud in financial markets. But the shared pain across traditional fixed income and equity assets has...