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Fixed Income

A place to hide from rising rates

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...
Cameron McCormack
VanEck
Asset Allocation

"Even a stunned mullet would be moved": Why Australian investors need to watch the UK's economic crisis closely

Veteran investor Jonathan Pain has described the price action of the last 48 hours exquisitely - "even a stunned mullet would be moved by recent events." In the face...
BRG
MQG
+2
Hans Lee
Livewire Markets
Daily Report

The Match Out: ASX gives up early strength, mixed performance across the board, Telix (TLX) tumbles

Local equities initially defied weak overnight leads to trade high for the first hour. The rally turned sour before midday though with news hitting the wires that...
FMG
+1
James Gerrish
Market Matters
Equities

The global stocks and long-term themes Nikko AM is backing (and a few it is not)

The negative effects of inflation will persist for longer than many expect, but so will the commodity-linked uplift for companies in Industrials and other sectors,...
+4
Glenn Freeman
Livewire Markets
Investment Theme

Vladimir Putin and the butterfly effect

This month’s bogey was European inflation, which was up to 9.1% for the 12 months to August, so still increasing. Energy and food prices drove this rise, courtesy of...
+4
Alex Pollak
Loftus Peak
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