interest rates

As investors welcome in the 119th Financial Year since Federation in January 1901, we take a snapshot at where things are at right now, with an eye on the past...

Over the past six months interest rate markets have seen extremely strong rallies globally, with the US 10-year yield falling by over 100 basis points since October...

While speculating on the future direction of interest rates, currencies, and monetary policy can generate great headlines, it often raises the question; ‘what does...

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

Understanding how the cycle is progressing has been especially difficult in the post-GFC years. The apparent impotence of monetary policy via its traditional credit...

Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results” It is our view that...

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...

January 1996. My wife was 8 months pregnant with our first child. I was a proprietary trader at Bankers Trust (had been since 1991), meaning I took macro views on...

Excess in the Australian housing market has been widely discussed by investors and commentators for a number of years. Underpinned by cheap money, house prices have...