This could be either the opportunity of a lifetime, or maybe the bear market in Bonds has further to run before that opportunity can be realised. Let’s dive in so that we can understand the risk/reward, and also make sense of the key terminologies of the bond market.
Share markets have posted solid returns in the financial year ended 30 June. While the month of June 2022 was a shocker, where the ASX fell 8.25% and the S&P500…
The 2023 Budget is out now, although most of the detail had been well telegraphed over the last few weeks. The forecast for the 2023 financial year is that the…
This week saw Australian economists blind-sided by another 25 basis point (0.25%) interest rate hike from the Reserve Bank. The official cash rate now stands at 3.85%. Some fixed income…
An old fashioned bank run – accelerated by rumours that spread at internet speed and massive withdrawals – hit Silicon Valley Bank (SVB) on Thursday. Depositors pulled a massive $48…
The year 2022 was a stinker. In financial terms at least. The Russian invasion of Ukraine, leading to an energy crisis, resulting in rampant inflation, followed by central banks around…
This has been, by most accounts, a terrible year for markets. Global equities are down, bonds are terrible, and property prices are coming under pressure. So far it has been…
Jim Chalmers has delivered his first Federal Budget, but with many of the policy details having been pre-announced there were not too many surprises. Please remember the following budget announcement…
Stocks are in a bear market and with the energy crisis not improving, the odds are that many G7 countries are headed into a recession. Investor and consumer sentiment readings…
What have we learned from past rate hike cycles? In this post I dive into some of the details that are important for you to understand.