interest rates

Central banks have started to take back last year's rate cuts as their economies have recovered from last year's recession, lifting policy interest rates after...

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...

While the Omicron variant may end up slowing the pace of recovery, we still expect one final rally in reflation sectors, pushing the share market higher into next...

Investors don't have to watch their savings go backwards as inflation and low-interest rates erode returns, says Andrew Papageorgiou from Realm Investment House. In...

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...

In the AFR I write that financial markets are riddled with seemingly intractable inconsistencies right now. Arguably the best barometer of the global price of money,...

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...