bonds

As very active capital structure investors, we are constantly engaged in repricing the absolute and relative valuation levels spanning preferred equity, subordinated...

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in...

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...