global interest rates

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...

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,...

The inflection points in financial markets look clearer in the charts than they feel in the heat of the moment. When it comes to monetary policy, the watersheds are...

QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...

The outlook over the next two years is not without risk. There will always be uncertainties in investing, from bouts of geo-political tension and financial hazards, to...

The financial year has ended and it’s a fitting time to take stock of what’s transpired and to also look ahead. Double-digit gains across many share markets featured...

The spike in inflation as the United States has emerged from its COVID-19 lockdowns has hardly come as a surprise. Its magnitude, however, has caused economists and...

If, in the first three months of the year, financial markets were digesting the enormous liquidity poured into the system, at another level they were also wrestling...

While all eyes are on the recent rise in yields, the debate has largely been centered around inflation expectations and how far the Fed will actually let inflation run...

Last Tuesday’s RBA interest rate cut and accompanying statement didn’t bode well for investors that rely on income producing assets such as bonds. Investors need to...