We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.
We discuss the surge in performance of UK inflation linked bonds and the benefit to Australian investors.
Tamar Hamlyn shares his observations of global macroeconomic policy following a study tour across the US, EU, UK, China and Japan.
Our view on the volatility since the Election result, however overall these events are favourable for markets and good for investors.
APRA yesterday announced a series of new measures aimed at reinforcing sound lending practices by financial institutions in Australia.
In recent months macroprudential measures have increasingly been under discussion in Australia. The Reserve Bank of Australia and other regulators now appear open to the adoption of such tools.
Increasing issuance of inflation linked bonds in New Zealand has resulted in a NZD 14 billion market, accounting for close to 20% of the NZ government bond market. NZ ILBs offer an attractive real yield and a low entry point for breakeven inflation.