Sometimes opportunities arise because market participants cause pricing in a particular segment of the market to become highly skewed in one direction.
Tom Piotrowski speaks with Ardea’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).
The RBA has been signalling for some time now that the next move in rates, when it eventually comes, will be up rather than down.
We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.
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.
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.