interest rates

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...

Not really. In the words of Seth Klarman the legendary deep value Boston based hedge fund manager (of Baupost): “Never stop reading. History doesn’t repeat, but...

Not a day goes by without at least one economist, or journalist, pointing towards the housing cycle in Australia with the message: the cycle has peaked. Certainly,...

The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest rate hike) Canada's housing...

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political...

It's worth reflecting upon the staggering level of international debt. Financial crises are invariably caused by debt. The Bank of International Settlement (BIS) has...

Gold’s best friends at present are the US Federal Reserve and Donald Trump. The US dollar is weakening as the opposition of two more Republican senators to the US...

As the Fed meets to make its June monetary policy decisions, the consensus (and my view) is that they will hike interest rates again. This will add to the interest...

With the consensus slowly but surely shifting to expect rate hikes from the RBA, it's worth thinking about the impact of RBA hiking cycles on asset markets. One asset...

A reset has occurred in the bond markets with sentiment going from extreme pessimism - expecting higher yields, back to the opposite side with the bond sentiment...

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...