Bond markets

While the Omicron variant may end up slowing the pace of recovery, we still expect one final rally in reflation sectors, pushing the share market higher into next...

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...

MLC Asset Management's Jonathan Armitage has navigated a crisis or two during his working life and argues that this time, it is different. At the dawn of his career,...

Earlier this week I published a wire in which one of Australia’s most experienced investors, Robert Millner, Chairman of Washington H Soul Pattinson, raised an...

One of the unlikely outcomes from what we now might call the “franking credits scare” that dominated the election campaign has been the realisation among many...

There’s been a lot of talk of inverted yield curves in the US and whether they portend a recession or a stock market crash. But, I wonder whether we need to watch the...

Each year S&P Global releases a global report that shows defaults as well as rating movements (upgrades and downgrades). Yet again, the report shows that investment...

Warren Buffett recently gave an interview where he reiterated his firm belief in the US economy, which justifies Berkshire Hathaway’s investment focus on quality US...

You would never select a team without a backline. So, have you considered who’s playing in the defensive half for your portfolio late in this investment cycle? ...

When the US Federal Reserve (“the Fed”) Chair announced the much anticipated increase in the Federal Funds or cash rate on 15 March, she noted that the Fed intended to...