Donald Trump has won the US election. He will find the economy strong in some ways with unemployment low and inflation falling, but he will also face a large deficit that will – or perhaps should - curtail plans for large tax cuts or large spending initiatives.
The Labour Market is the second of the RBA’s two mandates and clearly important to the economic health of the country. In this piece we look at some of the developments in the labour market over the recent months and whether we’re arriving at a turning point.
How a bond’s return can be expected to evolve depends critically on the shape of the yield curve.
Having gone through the key characteristics of RMBS notes and some of the key technical terms, we are looking now at how these notes have generally performed over time.
For the first time in my career I can honestly say that there is a clear and compelling reason for the RBA to raise rates – which I’ll outline shortly – but also a clear and compelling reason for the RBA to lower rates too.
FIIG achieved a median return for clients of 9.51%* over 2023-24. Returns in 2023-24 were strong for a number of reasons, and while past performance does not guarantee future returns, there are some strong reasons to suggest that returns in 2024-25 will once again be much higher than bond returns could achieve for much of the last decade.
The scope of power for the US president is altering dramatically just as the US sets out to vote for its next President. This has massive ramifications for the world at large, but also immediate impacts for investors. This piece will seek to explain how we got here and what might happen in the various scenarios for the November 2024 US Presidential Election.
The new financial year beginning July 1 brings a new set of tax brackets and material tax cuts for every taxpayer in Australia.
The digital revolution is transforming the way FIIG engages with bond investments, and our goal continues to be making investing in bonds more accessible and transparent than ever before.
We are approaching a consequential point for Federal finances and the macroeconomic backdrop. However, the real changes were set in motion in 2018, when the Stage 3 tax cuts were first legislated. Most other developments in the 2024 Budget are of decidedly modest importance in comparison.