bonds

Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative "assets" like cryptocurrency. But, if...

In the AFR today I write that for years we've argued that investors should not rely on the age-old assumption that fixed-rate bonds are a powerful equity hedge. We...

In the AFR today I write that it is one of the worst bloodbaths “long duration” bond lovers have endured since the great crash of 1994, ramming home the interest rate...

Investors' favourite word last year was “unprecedented," but this year “reflation” appears to be on everyone’s lips. For central bankers and investors, breakeven rates...

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...

This week the RBA Governor Philip Lowe has delivered his outlook for the year and an additional $100 billion in QE, bringing the total expanded balance sheet to over...

An even-bet chance of a “hot war” with China poses a grave threat to Australian investors and the economy overall, warns Coolabah Capital’s Christopher Joye. “We’ve...

The market adage of January being the barometer for equity market performance for the year will always get tossed around as investors outline their roadmap for the...

The health crisis that combined elements of the Spanish flu pandemic, the Great Depression and the GFC helped redefine what fiscal and monetary policies can achieve....

In the AFR today I write that markets are focused on what the Reserve Bank of Australia’s Governor Phil Lowe and Deputy Governor Guy Debelle decide regarding how they...