bonds

In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five...

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...

In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...

It's safe to say that credit managers DO NOT want you to read the study we share here. It’s a Christmas cracker to be discussed over the BBQ this summer. In trying to...

In October 2017 we wrote that our biggest concern for the market was the unwinding of Quantitative Easing (QE). At the time, we used Marc Faber's analogy which is...

Lately, we’ve been on edge with domestic and global corrections happening. Here are four defensive assets to further guard your portfolio against impact. You could...

Credit is smouldering right now. When that smoke becomes fire, the door becomes a key hole and only the first few get through. The rest get burnt. Holding credit risks...