bonds

In case you were wondering whether to sell all those boring defensive highly indebted infrastructure, utility and REIT stocks, look at these charts of the US,...

The very special Quantitative Easing (QE) episode from our top-rating Complexity Premia podcast is now live---go and listen at Apple or Podbean below. In this episode...

Bond markets look like they are pricing disaster, while equity markets are pricing an extended boom. But maybe there is a more nuanced message in there, the same one...

Today I write that the ASX hybrid market has had a huge rally as a result of the election, with a market-capitalisation weighted index of bank hybrids returning a...

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...

Key Points - Banks have dramatically improved their capital positions in two main ways – firstly by lending more prudently, and secondly by increasing issuance of...

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...

In my column today I reveal that there are some tentative signs that the Aussie housing market may be already turning with a recovery assured by: an RBA rate cut in...