central banks

Expert Analysis

The perils of (over) stretching for yield

Central banks are using unprecedented levels of stimulus to support the economy, writes Kerry Craig, leaving investors with expensive bond prices and record low interest ...

Features

Rate cuts hit global bonds

Laura Dew writes that emergency rate cut by central banks worldwide will create a tough environment for global bonds funds in the future....

Funds management

Be wary of supply/demand battle in bonds

The move by the Reserve Bank of Australia to a policy of fiscal stimulus away from monetary policy could cause a supply/demand battle and increased volatility as the cent...

Funds management

Bushfires to ‘drag’ Aussie economy

Australian shares are likely to return 9% in 2020 but the catastrophic bushfire season could lead to a noticeable negative disruption in economic activity, according to A...

Funds management

Expect global growth recovery in 2020

The global economic growth is expected to edge higher in 2020 while the US/China trade tensions will see a calmer period, according to BlackRock....

Funds management

Investor risks for the end of 2019

Investors need to watch out for trade tensions, weakening macroeconomic momentum, and the spread between quality and value, according to Martin Currie....

Funds management

Are bonds in a bubble?

The rise of negative bonds yields starts with how central banks set interest rates, according to Quay Global Investors....

Funds management

Central banks’ push for cheaper money raises key question

The prospect of central banks globally cutting rates – as our own Reserve Bank has done twice already – has seen equities stocks rise and bond yields do the reverse, rais...