interest rates

While the battle against COVID-19 isn’t yet won, the emergence of vaccines has provided a faint light of hope at the end of the tunnel. And with the world’s biggest...

Throughout our discussions with the managers of Australia’s top-rated funds, it’s become evident that their views around the biggest tail risk for markets have...

The juxtaposition between asset prices scaling new highs while much of the world remains closed for business has investors and advisers wondering where we are in the...

Big business is back and that's a great thing for credit. Partially driven by stimulus, and partly by broader economic confidence, people are willing to spend again...

While supportive monetary policy continues to be a positive for equity markets in the short term, the commencement of tapering will drive vastly divergent returns, at...

Inflation at 4% is transitory, but with a tight supply chain, inflation might settle higher than 2% next year. The risk of U.S. Federal Reserve (U.S. Fed) tapering by...

We're living the charmed life in markets and we don't even know it. COVID-19 has accelerated the growth and uptake of technology, and companies are reporting record...

In the AFR I write that the most daunting challenge Australia’s central bank boss, governor Philip Lowe, faces is surmounting the formidable slopes of what is...

One of the key areas of focus during March was the strength of the residential market. What a difference six months has made! Back in September 2020, market...

At the recent Heathcote Meet the Managers roadshow, 13 investment managers presented, and it was surprising that almost every single presentation in one way or another...