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Extreme financial market behaviour repeats itself only when everyone who remembers the last time has hung up their boots. We are still a few years away from the...

While I doubt whether any investors noticed, ASX bank hybrid risks likely just fell in a long overdue way. In particular, the probability of a bank hybrid being...

A downtrend in the US currency is underway, having started after the COVID-19 market sell-off and triggered by the huge amount of quantitative easing (QE) in the US....

The 10% rally in the ASX200 in November set records as the biggest monthly move since the index was created. A shift in narrative from ‘if’ to ‘when’ a vaccine will be...

As 2020 nears an end, investors face a challenging combination of crosscurrents. On the positive side, the US election has passed with a market-friendly outcome and...

Mike Tyson once said “Everybody has a plan until they get punched in the mouth”. This year we survived being punched in the mouth. In fact, it was a great year from an...

Precious metal prices dropped sharply toward the end of November, with the USD price of gold falling by more than 6% across the month. This was spurred by investor...

When it comes to liquidity, Australian investors think inconsistently across their portfolios, especially in relation to where they source income. While most are...

Local market had another positive day on global traders chasing the currency/value trade in another low turnover day. Local fundies look to be already on holiday mode...

Short-term rates are determined by policymakers (central banks). Long-term rates are a function of the forward path of short-term rates and a term premium –...

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as...

Do investors in American – and, by implication, global – markets receive higher returns when Democrats occupy the White House? Over the past few months, several...

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

It’s that time of year again: the annual fixed income bond kicking competition as we head into 2021, something not even Pfizer could develop a vaccine for. No doubt...

In recent weeks, markets saw a shake-up off the back of positive news that included both a COVID vaccine breakthrough and Biden’s win in the US election. These events...

Recent months have shown the devastating effects the coronavirus outbreak has had on the world. Yet, despite the huge toll on individuals, society and the wider...

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality,...

The current conditions in credit markets are bizarre. We’re still in the midst of a global pandemic and economic downturn but credit markets are partying like there’s...

Telstra’s share price performance has been lacklustre over the last few years, as the loss of the company’s fixed line earnings to the National Broadband Network and a...

A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...