bonds

For the last decade central banks have done their best to punish savers by cutting interest rates to record lows and buying up government bonds. This has pushed yields...

Today I write that if the RBA cuts the cash rate by 50bps or more, the housing bust will be over very quickly. We were by far the most accurate house price forecasters...

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson,...

Today I write about an interview this week with one of Australia's most successful and innovative funds management pioneers, Magellan's Hamish Douglass, who says he...

A column in The Australian over the weekend argued that mums and dads should think about selling their fully franked bank Tier 1 hybrids to buy unfranked Tier 2...

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond...

Diversifying your bond allocation to reach global markets can potentially accelerate returns by adding a layer of currency risk. As evidenced in 2018 – Australian...

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and...

In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five...

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...

In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...

It's safe to say that credit managers DO NOT want you to read the study we share here. It’s a Christmas cracker to be discussed over the BBQ this summer. In trying to...

In October 2017 we wrote that our biggest concern for the market was the unwinding of Quantitative Easing (QE). At the time, we used Marc Faber's analogy which is...

Lately, we’ve been on edge with domestic and global corrections happening. Here are four defensive assets to further guard your portfolio against impact. You could...