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Commsec Executive Series

Tom Piotrowski speaks with Ardea IM’s Gopi Karunakaran regarding rising US interest rates, the outlook for Australian interest rates and the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).

Markets wake up to China risk

We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.

Wages, Wages, Wages

Despite strong domestic job creation, wage growth in Australia remains subdued and is part of the reason we believe the RBA’s policy tightening cycle will lag the US.

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.