monetary policy

Funds management

Policy divergence ends decades-long positioning for investors

Divergence in monetary policy is leading investors to make two big allocation shifts away from where they have been positioned for decades, according to abrdn. ...

Expert Analysis

An Evolution to Facilitate a Revolution

With climate change coming to the forefront, writes Katherine Neiss, there can be a role for central banks to utilise it in their monetary policy. ...

Funds management

The 10 biggest risks for 2021

Natixis Investment Management’s head of market strategy Esty Dwek shares what she believes are the biggest market risks for the year ahead....

Financial planning

Economic recovery on track as downside risks diminish

The economic recovery should be able to continue in 2021 as targeted restrictions means any national lockdowns should be able to be avoided, according to Aviva. ...

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...

Financial planning

Tough times ahead as RBA works to protect Australian economy

Managers have praised the Reserve Bank of Australia’s efforts but warned the central bank can ‘only do so much’ to stop the tide of the worldwide economic chaos caused by...

Funds management

Plato IM: Hold rates at 1%

Monetary policy in Australia is less effective than it was, according to Plato Investment Management’s managing director Don Hamson, and the Reserve Bank of Australia wou...

Funds management

Is this the end of the bull market?

This month has marked one of the longest US bull stock markets in US history, according to Eaton Vance....

Features

Monetary policy must stay expansionary

The clear message for investors at present is that global monetary policy almost certainly has to remain highly expansionary for some time to come, Conrad Burge writes....

Funds management

Divergence of monetary policy breeds instability: Nikko

Central banks around the world need to align their monetary policies to stabilise markets, Nikko Asset Management global rates and currencies strategist, Roger Bridges, b...