interest rates

Loose monetary policy has created a generation of ‘financial consumers’ gorging on cheap debt. Yet promises that the feasting can continue into perpetuity, simply...

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...

In the AFR this weekend, I write that financial markets are probably not focussed enough on the fact that Aussie banks unilaterally lifting mortgage rates has huge...

The outbreak of COVID-19 had a cataclysmic impact on the global economy, with the governments of first world countries injecting populations with fiscal stimulus and...

Most people consider themselves lucky if they started investing in their 20s or 30s. Many wait until much later in life. But James, a 20-year-old Livewire reader and...

The distinct advantages of private debt must look appealing to investors seeking stable income streams in a world wary of inflation and central bank intervention. In...

[See a much more detailed update and extension to this analysis here.]In the AFR today I write that the normalisation of Australian inflation, and the Reserve Bank of...

Central banks in advanced economies have come to realise elevated inflation will persist for longer. They no longer see inflation as transitory, and recognise it will...

As if it was not hard enough for income-seeking investors, global interest rates were plumbing all-time lows at the start of 2020, even before the pandemic hit....

Where will income come from? Today's investors need to know, particularly if they have an eye on retirement and aim to grow their assets while funding anticipated...

Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively. Not bad when you consider the economic ravages...

In his speech at the annual Jackson Hole Symposium, Federal Reserve chairman Powell sent three key messages. Firstly, he confirmed that the test of "substantial...

A singular COVID-19 case emerged in New Zealand the day before the RBNZ monetary policy meeting in August. Without any hesitation Auckland went straight into a 7-day...

COVID-19 has changed the world and the repercussions will be felt in the bond market for several years. But the message from markets is murky, at best. We're at the...

Much has been said about the impressive returns most investors have enjoyed over the 2020/21 financial year. A year ago, few would have even countenanced the...

Recently, there’s been a lot of discussion about whether the significant government stimulus, combined with record low interest rates and unconventional monetary...

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...

The ASX200 pushed ever higher last week taking its advance to ~12% year to date but following sharp losses in the US on Friday this week’s going to start off on a...