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...
Quarterly inflation is heading in the right direction, albeit, still above the RBA board 2-3% target band. The trimmed mean for the September quarter...
Markets look expensive. Credit spreads are tight. No wonder then that market commentators are opting for quality over yield. Apparently, major investors are actively reducing...
The Federal election and the eloquent speeches afterwards by the two party leaders, reinforces our stable democracy and that Australia is a good place...
Inflation is heading in the right direction. Yesterday’s annual trimmed mean inflation rate came in at 3.2%, down from 3.6% in the September 2024...
Markets continue to reach new highs, in part due to an expected US Fed easing interest rate cycle. While the market widely expects a...
Interest rates and oil prices have been rising, and inflation appears poised to move higher. Housing and rent increases are crazy and damaging North...
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...
After the US Supreme Court ruled Donald Trump’s global tariffs illegal, Trump took another option to impose the taxes. Combined with global geopolitical uncertainty,...
Recession? Hunting for yield? Donald Trump is fast finding out that global uncertainty doesn’t help financial markets. The S&P500 was down overnight by 0.76% and...

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