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2 April 2026
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We can expect a long bond yield rise of the magnitude we’ve seen in 2016 on average every three years, but that doesn't ease the pain of capital losses in the last six months.
A counter-view on why bond yields are so low, and how the market can still use and interpret what bonds are telling us. Plus Roger responds that different opinions make a market, and that's good.
There's already a fuss about the appearance of the new $5 note, but there's a lot goes into the design of our currency.
The RBA follows a fairly standard formula when drafting its interest rate announcements each month and a keen observer might detect a change in view before an actual change in interest rates.
Responsible investing is increasingly mainstream and relevant, but there are many words used to describe similar activities. What do they all mean and how do managers decide where to invest?
Investing in foreign assets brings with it foreign currency exposure. Your return not only depends on the performance of the asset but on changes in the exchange rate, which can work against you or for you.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
In a shift away from solely targeting low inflation, central banks are considering raising inflation targets to combat economic challenges, but face potential drawbacks and conflicts in policy implementation.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
New research shows smarter portfolio construction—not new factors—is the real edge in the hunt for alpha. However, finding it requires a fundamentally different mindset.
Many 'diversified' portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath the surface, understanding how portfolios behave - not just how they’re constructed - is critical for investors.
Current market volatility is likened to Lenin's quote on rapid change. Rising oil prices and interest rates impact bond and corporate yields, with a potential economic downturn ahead. Maintaining interest rate duration is advised.
Investors often focus on front-of-mind risks, reacting to each headline event without considering long-term impacts. Cass Sunstein and Timur Kuran define this as an "availability cascade," affecting financial decision-making.