Australian market

Opinion

Are equities and bonds in a ‘bubble’?

There’s been a lot of talk in the press lately about equity markets being overvalued and in a bubble. Brokers will say one thing, equity fund managers another and the media will typically find the most sensational angle for a headline

Tuesday 31 March 2015 by
Opinion

ECB QE and the FIIG Smart Income Guide 2015

The ECB announced QE using a predictable “shock and awe” approach, announcing a €1.1tr QE program, in line with our expectations but well above the €500-600bn markets had priced in.

Tuesday 27 January 2015 by
Opinion

Surprises and uncertainty prove value of diversification

In 2014, as with every year before, we saw many asset classes achieve returns that were wholly unexpected by forecasters. This highlights a central truth of investing, that in most cases long-term returns are maximised by making your portfolio robust and diverse rather than trying to pick future events

Tuesday 27 January 2015 by
Week in review

From the Trading Desk

Volatile markets; Swiss National Bank unexpectedly abandons ceiling on the value of the Swiss Franc; bond rally continues; negative government bond yields mount; and bond flows for the past two weeks