rising rates

Infrastructure is known as an inflation hedge. But not all of it passes along costs in the same way.

Just a few short years ago, this anonymous writer couldn't bear to watch scary movies. Now, I can't get enough of them. I think that's because, when it comes down to...

While equity markets continue to tumble in the face of a rising Fed, fixed income is getting attention. Asset allocators, after being rocked by the historic sell-off...

Rising costs have become a major theme to come out of the August reporting season, with both inflation and the soaring cost of capital weighing on companies' balance...

In this month’s CIO monthly, we take a look at the outlook for Australia’s residential sector. Housing momentum has turned quickly in the wake of the first interest...

For all the hubbub of inflation being the kryptonite of markets, very few of us realised that it would be rising rates that would really do the trick.  Since the RBA...

We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%....

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...

The spectacular slump we’ve seen in the ASX Small Ords and the NASDAQ 100 – down more than 7% and 15% – suggests the fever dream of the last two years might be over....

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...

Loose monetary policy has created a generation of ‘financial consumers’ gorging on cheap debt. Yet promises that the feasting can continue into perpetuity, simply...

As interest rates look to be on the way up (far sooner than previously expected), Livewire’s Ally Selby asks Stuart Welsh from Alphinity and Rhett Kessler from Pengana...

The drumbeat of central banks heading towards the exits from ultra-easy monetary policy is getting louder. It started with the Bank of Canada, then the Bank of England...

Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped...