central bank intervention

Latest news and analysis on central bank intervention

Fixed Income

The recent change in the Australian credit cycle may only be temporary

One of the interrelationships often utilised by investors in more credit heavy portfolios is that interest rates will provide a level of protection against ‘risk off...
Clive Smith
Macro

Markets may be losing their grip

It’s fair to say that small-government, free-market ideas have dominated the political economies of many countries for the past few decades. They’ve been so persuasive...
Jonathan Armitage
MLC Asset Management
Macro

Act in Haste, Repent at Leisure

From complacency to fear to excitement. Such is the journey of an investor. Right now investors with capital to deploy should not be afraid but excited – and of...
Romano Sala Tenna
Katana Asset Management
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