rates

One month into 2018 and the AUD has punched above 80 US cents and is looking pretty perky. It is trading around its highs against the beleaguered USD since 2014. So,...

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...

Jennifer Westacott, the CEO of the Business Council of Australia recently pointed out that if the US moves and other nation follow through with their pledges,...

In this second of a three-part series from guest contributor, ex ANZ Chief Economist, Warren Hogan, this note assesses the outlook for US bond yields and explains why...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...

The most important question for 2018 in an Australian context will be whether the economy is strong enough for the Reserve Bank of Australia (RBA) to start removing...

High yield bonds are tempting but come with greater chances something could go wrong. This wire gives some tips in getting the balance right between high yield and...

There are many explanations for the astronomical rise in house prices along Australia’s eastern seaboard. But most economists settle on is that we haven’t built enough...

Most of the time only a few things really matter with respect to the outlook for the global economy. If one can work out what those key debates are, and how they...

In this thought piece for Ellerston Capital's new global macro fund, Glenn Stevens, the former RBA governor, has some fresh views on drivers of persistent low...

Bond Bears have become vociferous again in line with the recent move higher in US 10 year yield, which has moved higher by 36 bp, the highest for the year thus far as...

Trends emerging in the household sector are becoming concerning, despite solid employment growth. The absence of an acceleration of wages growth, weak overall income...

You would never select a team without a backline. So, have you considered who’s playing in the defensive half for your portfolio late in this investment cycle? ...

After being range bound and unable to break through the key US $1,300oz level since Nov 2016, gold has staged a sharp rally overnight on the back of heightened...