by Mason Stevens | Jul 23, 2021 | Macro & Markets
The story so far In response to the crisis and subsequent financial market crash, global central banks engaged in policies aimed at increasing liquidity within markets and attempting to promote economic growth and stability. Accommodative monetary policies included...
by Mason Stevens | May 21, 2021 | Macro & Markets
In 1991, the total value of Japanese real estate was estimated to be USD $20 trillion, 5 times that of the entire US, despite having only a fraction of their land size. The value of Metropolitan Tokyo alone was equal to the total value of the US, with the land just in...
by Mason Stevens | Apr 7, 2021 | Macro & Markets
If there is anything that the central banks have learned – especially our RBA – since the 2007/2008 Global Financial Crisis (GFC), it is that monetary policy is more effective when it is transparent and understood by financial markets. Gone are the days...
by Mason Stevens | Mar 8, 2021 | Fixed Income
There has been a lot of hype over the last few weeks regarding the sell-off in sovereign bond yields, most of it fixated on longer-duration government issued fixed-rate bonds of maturities 7+ years from now (2028 or later). Due to the sheer overwhelming demand for...
by Mason Stevens | Feb 24, 2021 | Macro & Markets
Yesterday I had the opportunity to speak at the Institute of Managed Accounts Professionals (IMAP) conference, held in Sydney. First and foremost, I would like to thank IMAP for the opportunity to attend and speak to the large cohort of investors and financial...
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