currency

In a recent paper co-authored by staff from the Bank of England and the European Central Bank (ECB) on currency tail risk highlights how Australian investors can find...

When thinking about the obvious macro factor that investors should be across in 2020, global bond yields spring to mind, however at Market Matters we’re not about...

For better or for worse, the movements in the Australian dollar are largely influenced by commodity prices. It was a significant factor that pushed the dollar through...

A very rare market dynamic has recently appeared, the likes of which has rarely been seen throughout history. Australian rates and bonds, which have traditionally...

Obviously in the near term, week-to-week, month-to-month it’s impossible to predict currencies, but over any medium-term period – you can at least, in our view, make...

Financial advisers and investors may have a tendency to shy away from taking an active approach to currency management due to the perception that currency movements...

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and...

After a recent trip to Argentina over the Christmas break, we couldn't help but notice the relentless rise in prices the country has experienced in recent years. This...

Fixed interest is a core part of any good portfolio, but just how well is the asset class understood? In this exclusive Q&A with Livewire, Jay Sivapalan, Co-Head of...

The AUD dropped harder and faster than other Asian currencies on Friday reinforcing its position as a liquid and flexible proxy for the Asia region. Right now the...

For the last two calendar years, the Australian dollar has defied our expectations for weakness. But after hitting $US0.81 in January it’s been trending down as US...

2018 has been a fascinating year so far with many different cross-currents running through markets. We have seen central banks hiking, just as Governments look to...

In our first monthly letter for the year, we highlighted that 2018 was unlikely to be a ‘set and forget’ year for investment strategy. As we approach the second half...

...Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to...

Has the recent weakness in the US dollar surprised you? Has the strength in the Aussie dollar had you scratching your head at all? To many, including your author,...

One month into 2018 and the AUD has punched above 80 US cents and is looking pretty perky. It is trading around its highs against the beleaguered USD since 2014. So,...

(Ed note: First published in 2017): Bitcoin has enjoyed an extraordinary surge in both value and public attention recently. The chart below maps the rise in the price...