Psychologist Daniel Kahneman Kahneman, together with his late colleague Amos Tversky, explored the many cognitive biases that impair human decision making, particularly in relation to uncertain events, and coined the acronym WYSIATI – What You See Is All There Is.
The FED has announced its much anticipated plan to start gradually shrinking its balance sheet.
The expression ‘steady as a rock’ is associated with stability, steadfastness and reliability. The kinds of characteristics that fund managers like to co-opt into their firm names. In financial markets uncertainty is always present; it’s just the degree of it that varies.
We discuss the surge in performance of UK inflation linked bonds and the benefit to Australian investors.
Two charts we are watching closely and what they mean to us and 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.
Tamar Hamlyn discusses recent comments from incoming RBA Governor Philip Lowe on 8 September 2016 on research conducted within the RBA and other monetary policy bodies.
Whilst current inflation is low, so are the returns on many low risk assets. This means inflation can still absorb a large part of returns and historically, this can be quite unpredictable.
Recent events have pushed both inflation expectations and bond yields to long-term lows, so should investors still worry about inflation?