interest rates

Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging...

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...

Global bond yields have started to lift over the past year after several years of trending down. This post examines how structural and cyclical factors have affected...

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than...

Going into expected US Fed rate hikes, most investors would assume that long-dated bonds will likely sell off considerably. Contrary to what popular media commentary...

Nobody likes the middle seat. Recently on one of my flights with British Airways, I had the pleasure of having that seat. As a long-only portfolio manager one always...

Over the past 12-months, the 3-year Australian Government Bond has risen just 21 basis points from ~1.8% a year ago, to 2.01% now. For an average retiree with an...