The risk-adjusted returns in Australia’s emerging private debt sector consistently beat comparable investments in the more sophisticated markets of Europe and the US, says Christian Brehm, CEO of FC Capital. Australia’s i...
Learn moreInterest rates will still need to rise higher and for longer, but there are signs in Australia and the major economies that a slowdown is coming. How fast that slowdown occurs will determine the actions of central banks over the next year. What is h...
Learn moreOn 7 March, the RBA did what was expected and raised the official interest rates by 25 bps to 3.60 percent. It was the tenth increase in a row. More increases will come this year, but we should start to see a slowdown in rate increases going forward. Th...
Learn moreThe Australian economy has many commentators puzzled. Interest rates and inflation have risen to their highest levels in years but households seem to be ok: unemployment remains low and household spending keeps increasing. The only sign of stress seems ...
Learn moreA happy lunar new year saw a strong start to the year for Australian stocks as China looks to regather lost momentum in 2023. However, the RBA is looking to pop the party balloons with some more rate increases this year. Until we know we have...
Learn moreThe Benefits of Direct Lending — How Investors Can Take Advantage of the Increased Interest in Private Debt Key Points: The direct lending market is growing in Australia because more small-and-middle-size companies rely on private debt...
Learn moreRaising a Good Yield The bond market’s performance in 2022 was historically bad. For example, Vanguard’s Total Bond Market Index (US) was down -13.25% while the S&P Australia Aggregate Bond Index was down -10%. However, just like a b...
Learn morePositive economic results in December makes for a complex picture going forward. Central banks have seen enough of a slowdown in inflation to moderate their rate rises, but not enough of a slowdown in their economies to stop raising rates in Q1. Further...
Learn moreA Season of Transitory Goodwill As we look to 2023, there is much to reflect on. “Transitory inflation” has stuck around forcing central banks into emergency mode. The RBA has increased the cash rate by 300 bps this year and the Federal ...
Learn moreOn 6 December, the RBA Board increased the official interest rates by 25 bps to 3.10 percent. The RBA remains committed to increasing interest rates as high as needed to bring down domestic demand to a more “sustainable balance”. While t...
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