quantitative easing

Fixed Income

Economic thinking is changing, so is the bond market

There’s a definite move towards rebuilding and steering economies in a new direction, rather than just managing through a crisis, fixed income experts have highlighted at this year's Fixed Income & Credit Forum.

Jessica SierApril 5, 2021

Investment Strategy

Next level monetary policy to permeate everything in 2021: Bridgewater

Central Banks have move to a policy regime where fiscal stimulus is an even bigger lever with short-term interest rates in the US likely to will remain on hold at least through to 2023, Bridgewater's Rebecca Patterson has said.

Sarah RundellDecember 16, 2020

LUCRF Super CIO Leigh Gavin (Photo: Adam Yip)

Featured Homepage Posts

Happy holidays and try not to think about those poor returns

CIOs say funds face a year of difficult conversations with members as 2018 annual returns for balanced options edge close to zero.

Ben HurleyDecember 19, 2018

Hedge Funds

Era of ‘expand and pretend’ can’t last forever

Author Satyajit Das told a recent Investment Magazine conference the world is “playing an elaborate game of financial masturbation".

Mark StoryOctober 31, 2017

Hedge Funds

Book review – The Death of Money

Malinvestment is a term I cannot recall hearing in our industry, but US author James Rickards refers to it frequently in his new book, the dramatically titled, The Death of Money – the coming collapse of the international monetary system. The book sketches out apocalyptic scenarios around further bank collapses, the failure of QE, the […]

David RowleyJune 15, 2015

Hedge Funds

Prepare for new fixed income landscape urge managers

Two fund managers have warned investors to prepare for a new landscape in fixed income investing as quantitative easing ends in the US. Alliance Bernstein and Threadneedle Investments spoke in separate sessions at the Fiduciary Investors Symposium at Peppers Moonah Links, in the Mornington Peninsula, but both had similar warnings of a growth in volatility […]

David RowleyNovember 24, 2014

Investment Strategy

The Probyn outlook from State Street

“Everyone thinks the Australian dollar is overrated, but it won’t crack this year,” says the chief economist of State Street based in Boston, Chris Probyn, giving Australian investors a great opportunity to buy overseas assets. “On purchasing power parity, everyone thinks the Australian dollar is overrated. But markets can stay irrational longer than investors can […]

I & T NewsFebruary 5, 2013