global interest rates

Latest news and analysis on global interest rates

Macro

Why I've taken my fund to 90% cash

In our view, despite the recent jawboning by Trump et al. in his administration that all is 'ok' with the US and its economy, last night’s rate cut was quite a...
Russell Muldoon
REQON Funds Management
Macro

The inequality of low interest rates

As global interest rates continue their march towards the floor, we continue to see asset prices inflate. But interest rates do not treat all humans equally. The...
Andrew Macken
Montaka Global Investments
Macro

We Need A Generation Like Paul Volcker

The passing of Paul Volcker this week has seen an outpouring of tributes to “the giant who slayed inflation”. Whilst he is most well known for leading the Federal...
Jonathan Rochford
Narrow Road Capital
Macro

30 years of investment lessons from Japan, and the implications for real estate

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The...
Chris Bedingfield
Quay Global Investors
Macro

Negative bond yields - what does it mean, and what’s the end game?

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called...
Chris Bedingfield
Quay Global Investors
Rapid Fire

Where to hide in an inflating bubble

After starting out as an equity portfolio manager at Daiwa International Capital Management in London during the late 1980s, Tony Cousins is now Chief Executive &...
Livewire Exclusive
Livewire Markets
Investment Theme

Podcast - Billionaire stock picker discusses what you should be paying attention to

Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. In this episode of Inside the Rope, Hamish Douglass (Magellan's Chairman, CIO...
David Clark
Koda Capital
Macro

A green light for US rate cuts; here are two scenarios now facing investors

A new paradigm awaits global markets with the Fed on the verge of cutting rates for the first time in 11 years. Indeed, there are participants in global markets who...
Angus Coote
Jamieson Coote Bonds

Higher funding costs to be a huge problem for lower quality assets in a highly leveraged world

Charlie Jamieson
Jamieson Coote Bonds
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