In the world of finance, the relationship between the Official Cash Rate and bond yields typically follows a predictable pattern: when the RBA or the Federal Reserve cuts interest rates,…
It was a great financial year for markets. Although things looked a bit shaky in September and October 2023 it was in early November that the markets perked up, and…
Our first chart in this update shows the 12 month returns for some of the major markets that investors generally have exposure to. (we use these common exchange traded funds…
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…
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…