Surviving the dividend drought

From

Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time

continue reading

Podcast 6: Out of step

From

Despite the RBA’s recent monetary and fiscal intervention, a recession still seems to be on the cards. Why is the RBA so unwilling to follow along with more unconventional policy

continue reading

Economic freeze sends US oil price sub-zero

From

While reviewing the overnight market on the 21st of April 2020, no doubt we were not alone in taking a moment or two to comprehend the number we saw. West

continue reading

Fed to go negative? Any idea can seem ‘crazy’ until it becomes fact

From

The market is becoming focused on whether the Federal Reserve (Fed) will take rates negative. Admittedly, Powell has thrown a bit of cold water on it by saying that they

continue reading

Podcast 5: Credit crunch or crisis?

From

With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and what’s next for interest

continue reading

Zenith upgrades Nikko AM Australian Bond Fund to ‘Recommended’

From

Nikko Asset Management Australia (Nikko AM) has announced that its Nikko AM Australian Bond Fund received an upgrade to ‘Recommended’ from Zenith Investment Partners on 16 April 2020. This comes

continue reading

Podcast 4: The RBA’s buying spree

From

The RBA has been buying up big, purchasing around $36bn in government and semi-government bonds throughout March. But when is enough, enough and can these efforts really help stave off

continue reading

Podcast 3: The Rate Debate Special Edition

From

In response to the coronavirus epidemic, the RBA cut the cash rate on 19 March to 0.25% and announced a number of QE measures. In the long run, will the

continue reading

Podcast 2: Down, but not out

From

On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets

continue reading

5 big questions the RBA needs to answer in 2020

From

After extremely strong fixed income returns in 2019, the interest rate outlook for 2020 is far more sanguine as the odds of continued interest rate cuts from the Reserve Bank

continue reading