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Market Wraps
government debt
Latest news and analysis on government debt
Macro
June 16, 2020 12:34
Why are we paying taxes?
Why do we pay taxes? It is a simple question with a seemingly simple answer. Most would agree that taxes obviously need to be paid so that the government can pay for...
MOGL
Montaka Global Fund - Active ETF
ASX:MOGL
Followed by
26
people
MOGL
Montaka Global Fund - Active ETF
ASX:MOGL
Followed by
26
people
Andrew Macken
Montaka Global Investments
June 16, 2020 12:34
Fixed Income
June 08, 2020 14:47
The Great State Bailout
It’s an issue that has passed under the radar here in Australia but it is of great political, economic, legal and credit risk interest. It’s the argument over whether...
Jonathan Rochford
Narrow Road Capital
June 08, 2020 14:47
Macro
August 19, 2019 09:12
Bonds in a bind
Over recent weeks the trade war ebbed and flowed, Hong Kong erupted in more protests, both the UK and Germany teetered on recession, New Zealand’s central bank stunned...
John Abernethy
Clime Asset Management
August 19, 2019 09:12
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October 27, 2018 10:25
The Arguments Against Austerity are Simplistic and Short Term
The recent debate over austerity has been profoundly one sided. Articles by Paul Krugman, Robert Skidelsky and Ryan Cooper have taken on a victory lap tone for the...
Jonathan Rochford
Narrow Road Capital
October 27, 2018 10:25
May 23, 2018 09:49
The Budget Dust Settles
A week after the fanfare of the 2018/19 Budget, we can soberly review some of the information and data that supports its projections. In the body of the Budget papers...
Clime Investment Management
Clime Investment Management
May 23, 2018 09:49
November 23, 2017 11:57
What Moody's upgrade means for India
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India Avenue
November 23, 2017 11:57
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Austerity isn’t Dead, it will Come Back with a Vengeance
Jonathan Rochford
Narrow Road Capital
August 11, 2017 15:14
May 05, 2017 10:04
Taxing Observations for the Budget
Clime Investment Management
Clime Investment Management
May 05, 2017 10:04
March 15, 2016 10:50
Government debt may not be risk-free
Jonathan Rochford
Narrow Road Capital
March 15, 2016 10:50
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