interest rates

Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect...

Most investors have polarised portfolios bifurcated between cash deposits and equities. Few appreciate that these two very different securities span a rich corporate...

A couple of weeks ago, I suggested that 2018 would be the year in which we waved goodbye to Goldilocks. By that, I meant that the unusually favourable conditions...

Have you ever pushed the limit? Sure you have, just that little bit further, just that little bit faster. It’s the secret to success. But also sometimes disaster…...

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has...

The age of Quantitative Easing is coming to an end (at least until the next crisis). The Federal Reserve in the US has already tapered their purchases and begun...

The average variable home loan rate in Australia has fallen from 8.3% to 5.1% in the past ten years, enabling households to borrow more and drive house prices higher....

There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the...

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s...

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the...