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Interest rates were never meant to be so low for so long. Wattle Partners principal Drew Meredith ponders whether the hangover has some investors lagging; are too many hanging onto risky assets, when low-risk returns are so easy to find?
Signs of rising economic optimism in Australia don’t change the narrative on the risk of recession, with chances remaining high for a deep downturn in Australia according to a new report.
The long-running project has been shelved after a devastating Accenture report cited multiple areas of concern. ASIC chair Joe Longo said the ASX “failed to demonstrate appropriate control”.
Christopher Joye and his growing team at Coolabah Capital regularly stand out among the smartest minds in the industry. Whether analyzing the topic of credit spreads in bond markets or COVID-19 infection rates, they have shown an innate ability to look beyond headline data and connect the dots with what is occurring in the real…
May is shaping up to be one of the most important months for dividend-focused Australian investors, with bank reporting season beginning on May 3, with Westpac’s interim result. The unexpected strength of the sector was brought to light this week after two of the three main ratings agencies upgraded their views on the sector, on…
Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors still provide attractive risk-adjusted returns relative to cash and government bonds. Indeed, there still exist a number of compelling risk/return opportunities for active managers to…
August gains lost in a day, QBEs culture crisis, RBA looking dovish, higher open ahead With reporting season complete, markets are once again turning to economic data and vaccine hopes. It wasn’t a great start to Spring, with the ASX 200 (ASX:XJO) falling 1.8% and giving back nearly all the gains achieved in August. The…
Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?
