The year 2025 made some very handy returns for investors. With a tail wind from interest rates cuts in most countries during the year ‘risk assets’ did very well. The…
Our previous post mentioned some particular asset returns from 2024. We also mentioned the divergence in Bonds, where short rates are coming down, yet long term rates have been going…
RETURNS HAVE BEEN GOOD – EVEN EXCEPTIONAL! Financial market returns in 2024 have been favourable for most sectors, but none more so than crypto. Bitcoin was up 150% during 2024,…
The big news today is the return of Donald J. Trump to as 47th President of the USA. Poll’s had it too close to call. But the betting markets had…
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…
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…