A happy lunar new year saw a strong start to the year for Australian stocks as China looks to regather lost momentum in 2023. However, the RBA is looking to pop the party balloons with some more rate increases this year. Until we know we have...
Learn moreThe Benefits of Direct Lending — How Investors Can Take Advantage of the Increased Interest in Private Debt Key Points: The direct lending market is growing in Australia because more small-and-middle-size companies rely on private debt...
Learn moreRaising a Good Yield The bond market’s performance in 2022 was historically bad. For example, Vanguard’s Total Bond Market Index (US) was down -13.25% while the S&P Australia Aggregate Bond Index was down -10%. However, just like a b...
Learn morePositive economic results in December makes for a complex picture going forward. Central banks have seen enough of a slowdown in inflation to moderate their rate rises, but not enough of a slowdown in their economies to stop raising rates in Q1. Further...
Learn moreA Season of Transitory Goodwill As we look to 2023, there is much to reflect on. “Transitory inflation” has stuck around forcing central banks into emergency mode. The RBA has increased the cash rate by 300 bps this year and the Federal ...
Learn moreOn 6 December, the RBA Board increased the official interest rates by 25 bps to 3.10 percent. The RBA remains committed to increasing interest rates as high as needed to bring down domestic demand to a more “sustainable balance”. While t...
Learn moreOn 1 November, the RBA Board increased interest rates by 25 bps. They still expect inflation to peak around 8 percent later this year but they are hoping that strong domestic demand and a tight labour market will moderate so that they won’t have t...
Learn moreThe Reserve Bank may have its hands on the interest rate lever, but its eyes are focused on the inflation rate. This is bad news for equities and bonds, but private debt is becoming more attractive. RBA is following its game plan The ...
Learn moreThis website provides general information only. It does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making investment, financial, taxation or other decisi...
Learn more