debt

Remember when debt was debt. Those were the days. When if you didn’t have the cash you didn’t buy anything. When there was a thing called “Saving up”. Remember that?...

Much has been written about the cause of this financial crisis. At its core, it’s a public health crisis that’s resulted in a financial crisis. Similarly, a lot of ink...

Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray...

Credit securities, both in Australia and globally are getting back on their feet. The bookbuilds this week of $1 billion of corporate debt by Woolworths, $1.25 billion...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? How likely is a major debt deleveraging?Ray Dalio has a number of videos and books out...

It’s often said of investing that a rising tide lifts all boats. However, this isn’t always true and the uneven bounce back in debt markets in the last two weeks has...

In July of 2019, the Australian Bureau of Statistics announced average Australian household wealth had exceeded the million dollar mark. Unsurprisingly, owner occupied...

With developing economies struggling and western central banks lacking firepower to charge up growth, Donald Amstad of Aberdeen Standard Investments says investors...

Our thesis is simple: capitalism is dying and the myopic public policy statism replacing it is breeding a new wave of zombie companies that cannot survive in a...

A key focus area for Nucleus currently is the lack of inflation and stagnant growth we’re seeing worldwide. With that in mind, we brought on ex-fund manager and avid...

The Australian economy has famously avoided a recession since 1991. The economy’s performance has been remarkable - not only has Australia experienced a record run of...

Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is available on our Youtube channel. Despite the funds’...

Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in...

Global debt today is as high as it ever has been. Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous. We are in...

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...

The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...

We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...