global interest rates

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...

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...

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...

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...

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

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...

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 &...

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...

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...