Philip Brown

 

Macro Outlook 2026 - RISE Strategy

Following the recent release of the FIIG Macro Outlook, here we discuss the RISE strategy and how best to construct a fixed income portfolio for the year ahead.

Talking the RBA and more with Ausbiz

On the 8th May FIIG spoke with Ausbiz about the developments in world financial markets and how that is affecting the Australian economy, Australian investors and the RBA.

Quarterly Macro Outlook - April 2025

Australia is relatively well placed compared to international peers, thanks to comparatively strong domestic data and the ability for the RBA to cut rates if needed should the data weaken.

Where to after Hybrids

The bank hybrid market is very large: there’s consistently been between $A35bn and $A40bn on issue for the last five years. In December last year, APRA confirmed that Australian banks would no longer be able to use so-called “Hybrid Capital” or “AT1s” as part of their capital structure.

US Tariffs - Part Two

Understanding the effect of US tariffs on the rest of the world is mostly about second and third order effects, and weighing up which effect is going to be the strongest.

US Tariffs - Part One

Over the weekend of February 1-2, Australian time, US President Donald Trump fired the opening salvos in what might have become (and may yet become) a nasty trade war between supposed allies the US, Canada and Mexico.

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