by Eleonor Klopsch | Oct 1, 2026 | Insights
If the financial markets could talk, then bonds would probably be saying: “We’re not convinced the story is over yet”. Bond yields have been rising around the world as investors reassess the outlook for inflation, economic growth and government borrowing. The moves...
by Eleonor Klopsch | Oct 1, 2026 | Insights
Key points As widely expected, the RBA hikes 0.25% to 4.6%, as upside risks to inflation have “materialised.” The RBA retained a tightening bias noting that inflation Is “still too high” and that it will do what it considers necessary to achieve its mandate,...
by Eleonor Klopsch | Sep 16, 2026 | Insights
Key points The Fed is likely to start raising interest rates to combat sticky inflation and affirm its credibility. First Fed rate hikes in a tightening cycle don’t normally signal the end of the bull market in shares but are consistent with volatility and the risk of...
by Eleonor Klopsch | Sep 9, 2026 | Insights
Key points Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty. This is part of a super cycle rise in bond yields that started in 2020, partly...
by Eleonor Klopsch | Sep 2, 2026 | Insights
Key points The slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%. Further falls are likely as we continue to expect another RBA rate hike by...
by Eleonor Klopsch | Aug 19, 2026 | Insights
Key points The increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts (or “influencers”) to...
