Commentary

Week in review

From the trading desk

US CPI missed expectations, Australian households remain highly levered, Frontier Communications attractive after price depreciation while investors took profits in NCIG.IMF Bentham 2020 remains well bid and investors switched out of AAPT 2020 and in favour of USD denominated bonds. Indexed annuities bonds a popular inflation hedge

Opinion

Unwinding of QE – dispelling the myths

The long talked about unwinding of QE – known as QT - is finally here, at least for the US. Markets took the announcement in their stride without the “taper temper” volatility seen over the past few years on policy changes, thanks to the Fed drip feeding the news over the past year. But what does it actually mean for interest rates, the USD and the global economy?

Week in review

From the trading desk

US CPI is due, NZ First Party to form coalition, FIIG originated Lucas TCS success on the secondary market along with a new issue from Elanor Investors, risks rising for QBE 2026 sub debt, NCIG and Frontier holders lock in profits and active trades in Avon Products and AAPT. Our latest sample portfolios are now available

Opinion

Back to the future…

FIIG founder Jim Stening is back managing the company but did you know he was the original editor of The WIRE? Here he recounts his early days, the impact of the GFC and his thoughts on the future of the market

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