Opinion
It might seem like the worst possible time to lock in a fixed rate of return when interest rates are rising, but for astute investors it can still make sense
Opinion
One of the joys of having an American wife and dragging her to the other side of the world, is that we get to go over to the US on a regular basis and I’m able to check the pulse of the local economy
Opinion
Benign inflation has frustrated central bankers around the world with its stubborn resistance to monetary stimulation. In Australia, inflation remains very low by historic standards, largely due to low wage growth. In this article we forecast inflation in Australia for the next 12 months, and look at two opposing shocks to CPI – tobacco and electricity prices
Opinion
Hybrids are complex beasts. It’s important to understand the risks they carry and not over allocate to them assuming they are high paying term deposits
Opinion
The RBA neutral rate at 3.5% per annum may be appropriate, but their comments around the “recent strong run of employment data” are misleading
Opinion
US inflation continues to surprise economists as it falters on the road back to 2% per annum. “Amazon Inflation” is part of the story, but not all of it – we look at what is happening and the implications
Opinion
There are winners and losers when interest rates rise. Investors prefer floating rate notes as interest is adjusted quarterly. Longer dated fixed rate bonds are less attractive
Opinion
We love a sunburnt country, a land of sweeping plains, of ragged mountain ranges and population gains
Opinion
The digital space is expanding rapidly – it’ll be difficult to predict where the next disruptor or advance comes from. So where does that leave investors? History tells us that bonds are more resilient to change than shares
Opinion
The Bank of International Settlements has sent a warning in its latest report with Australia highlighted as one of G20 economies with particularly high debt. This has implications for spending, consumption, interest rates and inflation