[vc_video link='https://www.youtube.com/watch?v=5g22qy6DrLI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset Class Performance October was generally a risk-off period with declines in both global equity and bond returns. Solid US economic data and uncertainty ahead of the US Presidential election saw both bond yields and the $US rise,...
Home Loans in 2024: Trends, Tips, and How to Make the Most of Your Mortgage Navigating the 2024 home loan landscape requires a clear understanding of evolving trends and smart strategies. With interest rates stabilising yet remaining high and borrowing capacity influenced by strict serviceability requirements,...
Market Trends Economy & Central Bank Outlook Continued benign US inflation reports and growing expectations that the US Federal Reserve would cut interest rates at the September policy meeting led markets to price in deeper rate cuts in both Australia and the US over August. Fed...
How to prepare for falling term deposit rates In recent years, cash has stood out among defensive assets, reclaiming its title as ‘King’ thanks to steep interest rate hikes by the Reserve Bank of Australia (RBA). Since the cash rate peaked at 4.35% in November 2023,...
Time Has Come Global markets The global equity rebound continued last week, buoyed by confirmation of a US rate cut next month by Fed chair Jerome Powell. Markets waited all week for Powell’s speech at the Jackson Hole central bank talkfest, and were not disappointed. Powell declared “the time has...
Investing in REITs (Listed Property): A guide for Australian Investors What are Real Estate Investment Trusts (REITs)? REITs or real estate investment trusts, are listed securities that own, operate or finance income-producing real estate. This can include office towers, hotels, shopping centres and warehouses. As rates go...
Market Trends: Inflation Runs Cold A pull back in global bond yields led to stronger returns for both growth and defensive assets in May. The main event over the month was a relatively more benign US consumer price inflation report – after three consecutive higher-than-expected monthly results....
Market Trends: Rate cut expectations scaled back [vc_video link='https://www.youtube.com/watch?v=IhvHI8sKO_0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both equity and bond markets weakened in April due to a significant rebound in bond yields. Bond yields rose as sticky inflation and resilient economic growth caused markets to further scale back...
Falling inflation feels pretty good so far Inflation across the major global economies has come down a long way over the last year. In the US, it reached a peak of 9.1 per cent in June 2022 before falling back to 3.7 per cent in August...