debt

Latest news and analysis on debt

Gold – and the Very Large Debt Elephant in the Room

It's worth reflecting upon the staggering level of international debt. Financial crises are invariably caused by debt. The Bank of International Settlement (BIS) has...
Gavin Wendt
Gavin Wendt
MineLife

For China, this Time is Different

Last month I wrote about how we are ten years on from the beginning of the credit crisis, but are seeing many of the same signs of hubris that were present then....
Jonathan Rochford
Narrow Road Capital

May Market Commentary

Another month of small gains in equities and credit, whilst commodities continued to fall back. Equities were up in Japan (2.4%), China (1.5%) and the US (1.2%) with...
Jonathan Rochford
Narrow Road Capital

7 Things To Look For On A Balance Sheet

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI
Fixed Income

Why is volatility so low?

It is widely acknowledged that the outlook for economies and markets is unusually uncertain, given the huge political changes that we are witnessing globally. It is...
Simon Doyle
Schroders

The Outlook for Global Growth

We recently attended the well supported Capital Economics (CE) Conference on The Outlook for Global Growth. In total there were more than 90 slides and charts...
Romano Sala Tenna
Katana Asset Management

Howard Marks & Henry Kissinger on Investing...

Christopher Joye
Coolabah Capital

The three ’I’s that drive the gold price

Hedley Widdup
Lion Selection Group

Spiralling debt is pouring fuel on investor anxieties

Roger Montgomery
Montgomery Investment Management

China’s debt-fuelled economy expands 'oh so smoothly'

Fidelity International
Fidelity International

Das: 3 ingredients for a financial crisis

Livewire Exclusive
Livewire Markets

May Review: Steady Markets Deliver Small Gains

Jonathan Rochford
Narrow Road Capital

Fortescue – A Lesson in Volatility for Credit Investors

Jonathan Rochford
Narrow Road Capital

Corporate credit unwind has begun

Pendal Group
Pendal Group
Pendal Group

Chinese deleveraging could get very ugly

Jonathan Rochford
Narrow Road Capital

Implications of rising US rates for Australian companies holding US Debt?

SYD
TCL
Sam Ferraro
Sam Ferraro

Implications of rising US rates for Australian companies holding US Debt

SYD
TCL
Angus Coote
Jamieson Coote Bonds

Slater & Gordon (SGH): Is it time to buy?

SGH
Niv Dagan
Niv Dagan
Peak Asset Management

A scenario to consider

Roger Montgomery
Montgomery Investment Management

Das: How to think about investing in a world of low growth

Livewire Exclusive
Livewire Markets
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