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Reflation

The consensus is sure that inflation will remain lower for longer. Most remain sceptical that central banks will succeed in their mission to push it higher.

Inflation Linked Bonds 101

We explain the mechanics of inflation protection and how to identify relative value opportunities.

QE winners become QT losers

We’ve noted previously that the transition from Quantitative Easing (QE) to Quantitative Tightening (QT) is one of the two important paradigm shifts currently taking place in markets.

Markets Wake Up To Inflation Risk

Inflationary pressures have been building globally and particularly in the US. The rise in breakeven inflation rates over the past two months shows that markets have begun to price this in.

Incoming RBA Governor Philip Lowe’s speech

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.