Credit spreads are tight, but yields remain relatively high. This week we publish two very pertinent articles about yield.
First, an article from the Federated...
The assassination attempt on Donald Trump shouldn’t come as a surprise given his polarising views. Uncertainty can send investors back into safe-haven assets, but...
The US Fed looks like it’ll cut interest rates this year while at home the RBA still hasn’t ruled out the possibility of a...
Be prepared, isn’t that what the Boy Scouts and Girl Guides tell us?
Momentum is building with the market expecting the RBA Board to cut...
Donald Trump is disastrous for economic prosperity. In a few short months, he’s created much uncertainty and with heightened uncertainty, consumers and businesses typically...
APRA surprised the market this week when they said they would phase out Capital Notes, otherwise known as hybrids, and Additional Tier 1 capital.
It’s...
It’s been a relatively quiet week in bond markets with the domestic market focused on the share market reporting season.
The securitisation market kicked off...
Treasurer Jim Chalmers handed down the budget last night with the Libs stating they will honor many of the policies. So, no matter who...
The ASX 200 is down almost 16% from its recent mid-February high. Investors are selling down equities looking for defensive assets, unsure of how...
Does your portfolio align with your interest rate expectations?
Yesterday the RBA Board elected to keep the cash rate on hold at 4.35%, in contrast...