Newsletter

Yield chasing has spilled over into nearly every asset class, with Australian listed bank hybrids no exception. The current average margin of bank bills + 2.40% is close to the …
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After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as there has been a …
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The RBA’s description of its monetary policy mandate states that it “has a duty to maintain price stability, full employment, and the economic prosperity and welfare of the Australian people” …
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After reading about where I’m seeing future problems for debt investments, it would be possible to think I’m pessimistic about the investment outlook for my clients. That couldn’t be further …
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George Bush once famously mangled the old saying “fool me once, shame on you; fool me twice, shame on me”. Whilst it’s embarrassing watching the video of him trying to …
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The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s economic miracle will continue, …
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