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...