Government bond markets are now at the precipice of a paradigm shift.
In a market where every asset class seems to be at the mercy of volatility, investors are left wondering if there are any real safe havens anymore.
The average Australian household’s wealth may be even more exposed to the housing market than many people realise.
The ‘repo market’ – has received an unusual amount of attention since the latter part of 2019.
Fixed income market inefficiency creates a vast and diverse range of mispricing opportunities that ‘relative value’ specialists can exploit.
Providing the ability to transact freely and liquidity plays a big role in how confident you can be about an investment’s valuation.
2019’s rampant bond rally came to a halt this month as bond yields rose, causing bond prices to fall across most major bond markets.
Following the sharp sell-off in Q4 2018, credit markets globally have performed strongly in 2019. Having seen a big dip, followed by a quick rebound, how are we now left?
Liquidity is one of those things that doesn’t get much focus until it’s too late.
Recent inflation readings in Australia and the US have reinforced the strong consensus view that inflation will remain very low for a long time.