bonds

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.

Barrenjoey's Andrew Lilley is miles ahead of both his peers and the RBA

Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years

As first forecast here in November 2023...

We all value consistency, particularly in our portfolios. When it comes to investing, there’s value in knowing what to expect.

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.

...but the best time to invest in two well-known emerging markets.

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.

The latest episode of our Complexity Premia podcast is live and addresses the outlook for 2024

Liquidity can mean the difference between prospering and missing out when opportunities arise.