by Mike Young | 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 Max Pacella | Apr 6, 2021 | Macro & Markets
As we close out the first quarter for CY2021 and a flurry of economic updates enter our inboxes, now seems like an appropriate time to take a closer look at the business cycle and its relationship to markets and the economy. Whilst the business cycle is closely linked...
by Jesse Imer | 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 Darren Letts | Mar 5, 2021 | Equities
Momentum is important, it makes movement easier. For the Australian equity market, the momentum was driven by the earnings recovery that a successful vaccine rollout would create post lockdowns globally coupled with the valuation expansion falling interest rates...
by Jesse Imer | Mar 3, 2021 | Fixed Income
Bond markets are not meant to be interesting. Bond markets are where governments and corporates can raise money via borrowing, to finance their operations, projects and objectives. Bond markets are meant to be orderly and stable, a place of mathematics where...
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