Notes Archives

Notes

Week In Review – Rate Expectations (25 September 2024)

Elizabeth Moran

Does your portfolio align with your interest rate expectations? Yesterday the RBA Board elected to keep the cash rate on hold at 4.35%, in contrast...

Notes

Week In Review – Geopolitical Uncertainty (18 June 2025)

Elizabeth Moran

US Treasuries are not performing as the safe haven investment they once were. As war raged on between Israel and Iran, contributing to...

Notes

Week In Review – Trump Reigns (22 January 2025)

Elizabeth Moran

Trump is back in power after his inauguration overnight. US government bond yields fell to finish the day at 4.582% after he delayed a...

Notes

Week In Review – Protect Capital (3 September 2025)

Elizabeth Moran

The market is irrationally exuberant according to more than one commentator, and can remain so for some time. But what are the early warning...

Notes

Week In Review – US/Australia Duration Decisions (24 July 2024)

Elizabeth Moran

The US and Australia are at very different interest rate junctures. A US rate cut looks almost certain, with markets expecting a cut to...

Notes

Week In Review – A Sea of Red (9 April 2025)

Elizabeth Moran

The ASX 200 is down almost 16% from its recent mid-February high. Investors are selling down equities looking for defensive assets, unsure of how...

Notes

Week In Review – An Outstanding Year For Bonds (19 November 2025)

Elizabeth Moran

The Bloomberg US Aggregate Bond Index is on track for its best performance since 2020. The index has returned about 6.7% this year, with...

Notes

Week In Review – Corporate Bond Record (2 October 2024)

Elizabeth Moran

Did you know there’s been a record set for annual Australian corporate bond issuance this year? KangaNews recently announced issuance of $21.4 billion, topping...

Notes

Week In Review – Conflict Fallout (25 June 2025)

Elizabeth Moran

Global geopolitical tension escalated this week, and oil prices skyrocketed but the conflicts didn’t impact fixed income or share markets in a meaningful way. The...

Notes