Australian Interest Rates

Christian Baylis from Fortlake Asset Management delivered stellar returns from fixed income in 2022. Here's how he did it.

Rate cuts will come eventually, but central banks need to break some things first.

When markets are noisy, discipline comes to the fore.

Finding quality companies is only half the battle.

‘Tis the season to start feeling pessimistic and tighten the budget if the latest data is anything to go by. There’s been gloom and doom predicted for markets all...

What's that noise, you ask? That’s the sound of pressure being released out of the market. We've heard an ever louder cacophony of bearish market calls in recent...

The RBA hiked rates for the sixth consecutive month. With lead indicators showing signs of inflation coming off the boil and European banks starting to see stress,...

Inflation is the buzzword of our present time in the markets - and with good reason. After years of central banks suggesting that price rises would be transitory and...

Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting the early tightening of 10-year swap spreads...

How central banks, markets and investors got interest rates (and inflation) so wrong – and what that means for investors. The ‘Uber Test’ (once the ‘Taxi Test’) is a...

A few weeks ago, I spoke to Bennelong Fund Management's Carl McMinn to discuss the changing market environment, what’s ahead for the sector, and how Quay is...

Welcome to this month's trade floor update. The RBA has raised rates for the second month in a row, and we haven’t seen the end of it. It’s a good time to be a bond...

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...

The RBA needs to tread warily, says Andrew McAuley of Credit Suisse. Read through for his analysis of where mortgage rates could sit if the RBA goes too hard too early.

A few weeks ago, it would have been fair to say that we were probably set for a number of interest rate increases this year. Fast forward to where we are now and a...

The RBA continued to keep rates on hold this month even though Inflation picked up more quickly than they expected. The length of time it took to resolve supply chain...

The Reserve Bank of Australia’s (RBA) balance sheet tightening in 2023 may frame its window to hike rates, since it gives a natural pause to see the effect of...

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...