bonds

Do you remember in 2018 when everyone was selling everything, and the so-called smart money was convinced the US and global economies were heading into recession? It...

In the latest episode of Coolabah Capital Investments' popular Complexity Premia podcast we discuss: a summary of the bond market’s performance in 2019; the...

Looking ahead to 2020, the one thing investors cannot ignore is just how fragile the world economy actually is. While we are not forecasting an imminent global...

It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to...

It may surprise a few to learn that the key driver of short term asset allocation is not trade talks, or even interest rates, but in our view, behavioural.What we have...

Today I explain why most global high yield bonds are really just equity risk, with similar volatility and maximum 40% losses, while also lifting the lid on one of our...

Here are some basic thoughts from my team on CBA's new hybrid issue, which is not investment advice and should not be relied on for any decision-making. Note that this...

On Thursday I debated and demolished my old foe Dr Steve Keen (of doomsday fame) on the contentious subject of Aussie housing. You might recall that Steve was the guy...

Approximately 30% of all bonds traded globally, have negative yields. Buy a bond with a negative yield, hold it to maturity, and you will lose money. It is one of...

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called...