Opinion
Recently, I had a client ask me if he should wait until yields rise before buying bonds. It is a common question, here are my thoughts. We also suggest a $1 million portfolio
Opinion
Last week, we discussed the growing probability of a China hard landing. This prompted some clients to ask what specifically would happen with different sectors they are invested in. This week, we follow up with a list of four winners and losers
Opinion
Last week, Telstra shocked the equity market and changed its dividend policy. That sent shares sharply lower but Telstra bonds were largely unmoved.
Opinion
China’s debt to GDP ratios are rapidly passing those of more mature western economies with an increasing number of regulators and economists sounding the alarm of a looming crisis. In previous seminars and articles, we have labelled this as the greatest risk for Australian investors. We upgrade the probability of a hard landing
Opinion
G20 inflation has reached its lowest point since the 2009 June quarter. Economists are “puzzled” by this and it is causing many central banks to delay plans to remove post crisis stimulus measures. Readers of The Wire won’t be puzzled though as we continue our notes on the Amazon Inflation Index
Opinion
In a volatile few weeks, the AUD/USD rate broke through 80 cents for the first time since December 2014. The reasons for this are a fall in the USD against most currencies and rising expectations around the Australian economy’s outlook. Here we give our currency outlook given these perceptions
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