Interest rates are too low
Thank heavens some smart bankers are unilaterally lifting mortgage rates to cool housing market exuberance.
Sell bank equity and buy the debt
The platform is now set for inflation to surprise on the upside, making floating rate bonds attractive.
What investors learnt in 2016
Hybrids, house prices and equities were good last year but 2017 will be all about the awkward confusion between crisis-level interest rates and healthy economic growth.
Why it's a mistake to disown government bonds
The massacre in fixed income is delighting those who believe we're in a bubble. But you shouldn't purge bonds.
Fixed income guru Bob Sahota joins Kapstream
Challenger's long-standing head of fixed income Bob Sahota has been hired by Kapstream.
Shares are difficult, but bonds are dangerous
Struggled to make money on shares this year? At least you're members of a fairly large club.
Time to extract more from bonds, cash
With mainstream government bonds and term desposits generating pitiful returns, it is time to look for ways to enhance yields on cash.
Yellen's inflation tolerance extends bond rout
US Fed chair Janet Yellen's comments on allowing the economy to run hot deepened the bond market rout as traders bet the bank would tolerate higher inflation.
The housing market really isn't cooling
The September house price index results are grim for those claiming the market is "cooling". National price growth is running at 11.2 per cent annualised.
Bond sell-off suggests RBA on hold
Australian bonds are selling off harder than their global developed peers, in a sign investors think the RBA may be done with cutting rates.
Could the bond bull market really be over?
The bull market for bonds has reigned for 35 years despite many proclaiming its death. But Nikko's Roger Bridges says that as central bank p...
