9 October 2026

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Home / Author: Warren Bird

Warren Bird

Are we going through a 'bond market rout'?

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.

Warren Bird
15 December 2016
7

Response to Roger Montgomery on bonds

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.

Warren Bird
11 August 2016
3

We still care about real cash

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.

Warren Bird
2 June 2016
2

How to read RBA interest rate decisions

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.

Warren Bird
11 February 2016
1

Sustainable, responsible or ethical – what’s the difference?

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?

Warren Bird
16 October 2015
1

Understanding foreign exchange risk

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.

Warren Bird
19 June 2015
2

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Latest Updates

Fixed interest

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.

Eric Souders
7 October 2026

Economy

Are we in a recession?

What if the warning signs are already everywhere? From supermarket aisles to company failures, investors are being bombarded with recession signals. But most face a different risk that can be just as dangerous for portfolios.

Shani Jayamanne
7 October 2026
1

SMSF strategies

Meg on SMSFs - Division 296 actuarial certificates

The tax bill might be yours, but the event that caused it may not be. A key Division 296 calculation can sometimes attribute earnings in ways that many SMSF trustees won't instinctively expect or fully appreciate.

Meg Heffron
7 October 2026
3

Property

The first impact of negative gearing reform is not the tax bill

Negative gearing changes formally begin in 2027, but the first consequences may already be here. A subtle shift is quietly influencing who can borrow, how much they can access and which property strategies still stack up.

Jade Xie
7 October 2026
2

Economy

The oil market is running out of easy answers

The biggest threat to markets may not be what investors are watching. The numbers have stopped adding up and supply is harder to measure, with forecasts becoming simple guesses. A more fragile reality is being masked.

Damien Klassen
7 October 2026

Investment strategies

The state of investor knowledge in Australia

Australians are investing more than ever, yet a surprising divide is emerging between those building wealth effectively and those making costly mistakes. Surprisingly, the gap has little to do with income, age or starting capital.

Alex Zaika
7 October 2026
1

Taxation

Complexity and capital gains

A case study shows that the ‘30% minimum CGT’ is a poorly conceived tax that adds significant complexity to an already over-complex system. A less complicated model would create a much fairer progressive tax scale.

Jim Bonham
7 October 2026
15

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