The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers....
Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing slack in the economy on the services side....
Reflation issues with bond markets and central banks will continue through 2021, according to First Sentier Investors....
The announcement of an additional $100 billion bond buying programme was a ‘firecracker’ by the Reserve Bank of Australia on Tuesday, surprising economic commentators....
As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...
In response to investor demand for alternative investments, the Switzer Higher Yield fund has launched on the Chi-X Australia stock exchange....
Seeking diverse sources of return, managing risk and developing a comparative advantage, will be the three major themes for investors in 2021, according to Willis Towers ...
As we continue to see a shift in policy, it will be a case of “lower for even longer” for yields, according to Schroders....
According to a survey, 80% of institutional investors believe the market has underestimated the impact of the COVID-19 pandemic and only one in five expect a full economi...
There is “no place to hide” in fixed income in the event of a liquidity crisis, according to the US-based investment management firm....
Assets in exchange-traded funds increased in October by four times as much as in September, taking one Australian equities ETF to more than $6 billion in assets....
Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...
The easiest part of the recovery is almost over as risk assets have continued to rebound into the third quarter and the US Fed continues to support the bond market....
Currency hedging has delivered better results for fixed income investors, as opposed to equity investors, according to research from Dimensional....
Issues such as narrow sector issuance, currency issues and credit quality are starting to be addressed to allow the asset class to play a good role in portfolios, accordi...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...