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When markets go sideways, there are numerous levers equity fund managers can pull to dial down risk. Almost all can change their sector weightings and stock...

It’s probably one of the great understatements to describe markets in the third quarter as “challenging”, with July’s initial bounce in global equities giving way to...

“Having badly misjudged the strength of inflation over the past year, central banks are now anxious to convey the message that they are determined not to repeat the...

I think you’d be hard-pressed to find anyone that doesn’t believe the market is volatile at the moment. We’ve seen dramatic rises in interest rates, falling share...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

The ASX tried to rally today and was looking okay before a large seller pushed the index down 25pts in the match as the intra-day chart shows below. US CPI remains...

At one point in 2022, commodities were the only asset class which was positive YTD – as a completely unconstrainted investor, the returns for all H1 2022 were to be...

Between Michael Korber of Perpetual Asset Management, John Likos at BondAdviser, and Jay Sivapalan from Janus Henderson, we have featured 85 years of experience in...

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...

After a stellar decade for the dazzling technology sector, these long-duration stocks have fallen back down to earth, taking many an investor's portfolio down with...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great...

In the AFR I write that for better or worse, we live in a twilight zone spanning two worlds. First, there is the old world, where interest rates were to remain...

Coolabah Capital Investments offers unique global fixed-income strategies denominated in US dollars. Over the last 12 months to 31 August 2022, the US dollar has...

In this post we thought it was timely to re-visit our very popular episode we recorded back in May of this year with Peter Cooper, the founder of Cooper Investors...

For all that market commentators focus on economic fundamentals, most of what has been happening this year has been about liquidity – or more specifically the impact...

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...

The Reserve Bank of New Zealand a year ago became the first advanced central bank to raise interest rates to cool its economy to tackle inflation. So far, the RBNZ has...

Global equity prices are heading south, bond yields are heading north, and the era of free money is making way for the era of the trade-off. That's the new, and far...

October 2022  Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster. Affordability statistics have...