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Latest
Buy Hold Sell
Alternatives in Focus
Series
Alternatives in Focus
Buy Hold Sell
Expert Insights
Fund in Focus
Livewire Live
Meet The Adviser
Meet The Investor
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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global interest rates
Latest news and analysis on global interest rates
Property
November 08, 2023 14:20
Why America's housing crisis may force the Fed to cut rates in 2024
525 basis points worth of Federal Reserve rate hikes have had a huge impact on US housing.
Diana Mousina
AMP
November 08, 2023 14:20
Macro
October 05, 2023 10:44
What happens to global share markets if interest rates stay higher for longer?
Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors should consider how this will impact...
Tim Richardson
Pengana Capital Group
October 05, 2023 10:44
Macro
September 22, 2023 11:22
The US Fed: Good news is still bad news
The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.
Janu Chan
Bitesized Economics
September 22, 2023 11:22
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Macro
August 04, 2023 16:44
Chinese manufacturing PMI rose marginally to 49.3, Bank of England hiked interest rates by 25 basis points
Weekly Update | 4th August, 2023
Hue Frame
Frame Funds Management
August 04, 2023 16:44
Fixed Income
May 11, 2023 13:07
Debt in China and the Game of Pass the Parcel
Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?
Janu Chan
Bitesized Economics
May 11, 2023 13:07
Outlook Series
January 18, 2023 11:00
15 bold predictions for the year
ahead
We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?
Buy Hold Sell
Livewire Markets
January 18, 2023 11:00
Asset Allocation
December 12, 2022 14:15
Amundi's big idea for 2023: Invest in defensive assets (at first)
Inflation will continue in 2023 but what should an investor actually do with this knowledge? Amundi Asset Management have some tips.
Sara Allen
Livewire Markets
December 12, 2022 14:15
Macro
December 05, 2022 21:39
Three lessons from the 1970s' Great Inflation (and why it shouldn’t be repeated)
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...
Janu Chan
Bitesized Economics
December 05, 2022 21:39
Macro
October 11, 2022 10:45
Why investors are wrong about the Fed
Over the past 25 years, global investors have become conditioned to the notion that central banks will bail out global asset markets amid the first sign of stress....
Matt Sherwood
Perpetual Asset Management (Australia)
October 11, 2022 10:45
Fixed Income
August 22, 2022 14:21
The age of negative real yields
Over the past two years, investors have become (sometimes unwillingly) acquainted with the mechanics of the bond market, with all eyes on the US and the actions of...
Max Pacella
Rest Super
August 22, 2022 14:21
Fixed Income
July 20, 2022 09:24
The global factor driving Aussie swap spreads
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting the early tightening of 10-year swap spreads...
Matthew Johnson
Coolabah Capital
July 20, 2022 09:24
Property
June 24, 2022 06:00
Podcast: Inflation, interest rates and industrials
A few weeks ago, I spoke to Bennelong Fund Management's Carl McMinn to discuss the changing market environment, what’s ahead for the sector, and how Quay is...
Chris Bedingfield
Quay Global Investors
June 24, 2022 06:00
Expert Insights
June 07, 2022 16:05
Behind the buzz: what's driving
inflation?
Rising inflation is one of the biggest challenges for investors today and it turns out that covid, climate change and the war on Ukraine have had driving roles in...
Sara Allen
Livewire Markets
June 07, 2022 16:05
Expert Insights
April 20, 2022 06:30
Striking the right balance in bonds, as interest rate risk
returns
There are degrees of risk in equity markets – a long-established large-cap banking stock is (generally) less volatile than a micro-cap mining play – and there are...
Glenn Freeman
Livewire Markets
April 20, 2022 06:30
Fixed Income
March 07, 2022 16:38
Policy normalisation presents "tremendous opportunity" for income
investors
A few weeks ago, it would have been fair to say that we were probably set for a number of interest rate increases this year. Fast forward to where we are now and a...
Robert Mead
PIMCO
March 07, 2022 16:38
Equities
February 28, 2022 10:00
The impact of inflation and interest rates on companies’ price to earnings ratios
Whenever inflation or interest rates have risen over the last four decades, the multiple of earnings investors have been willing to pay for shares has declined. In...
Roger Montgomery
Montgomery Investment Management
February 28, 2022 10:00
Asset Allocation
February 10, 2022 14:31
Beware the Fed
Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike...
Alex Cathcart
Drummond Capital Partners
February 10, 2022 14:31
Macro
January 28, 2022 11:53
The Fed remains well behind the curve
Why do we keep talking about the prospect of higher interest rates? What sort of analytical support can we offer to evidence such a proposition? It's an important...
David Berthon-Jones
Aequitas Investment Partners
January 28, 2022 11:53
Macro
December 22, 2021 08:54
MLC: China’s “normal” interest rates boost investment certainty
A more consistent environment for global asset prices and investment is being forged by China’s more “normal” interest rate approach, while other central banks dither...
David Thornton
Livewire Markets
December 22, 2021 08:54
Macro
November 25, 2021 11:51
Reading the tea leaves: the US data deluge overnight
We talk a lot about US monetary policy, because they are an economic superpower, and what they do affects asset classes everywhere.We had jobless claims out overnight,...
David Berthon-Jones
Aequitas Investment Partners
November 25, 2021 11:51
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