bonds

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...

Investors don't have to watch their savings go backwards as inflation and low-interest rates erode returns, says Andrew Papageorgiou from Realm Investment House. In...

In the AFR this weekend I write that there has been a bit of chatter about “credit”—otherwise known as the bank and corporate bond market—becoming “the next quant...

Following APRA's release of its October Monthly Authorised Deposit-taking Institution Statistics, we have updated our estimates of the four major banks' debt funding...

Following the banks' latest results, we have updated our estimates of: (1) the quantum of debt they have to issue to replace the $139bn Committed Liquidity Facility...

The expression ‘TINA’ (There Is No Alternative) has reached meme status in recent years as high prices in almost every asset class have left investors frustrated. With...

Taking a very long view on inflation data, we see that equities and bonds both perform better when inflation is falling. But what about today’s world of persistent...

The recent RBA backflip has eroded confidence in the Australian bond market and left fixed-income managers fuming. Just to remind folks, the last week of October gave...

Folks are starting to turn their minds to what life looks like after the end of the RBA's bond purchase program. There's a fairly robust consensus that Martin Place...

Keep it simple, stay optimistic, take a long-term view and don't get carried away with the noise of daily news flow. That's sage advice from Wilsons' David Cassidy....