Ground Control

   Will they burst or will strong employment mean they will slowly correct? ​​​​In the current world environment of political unrest, expanding multiples and uncertainty about the direction of interest rates, we interview one

   The strong rally in equity markets, both domestically and globally, appears to have lost steam as the progress on disinflation seems to have slowed particularly in the U.S. Inflation remains a key risk

   Welcome to the first Ground Control of 2024! As we look back, 2023 ended with strong momentum, with both the equity and bond markets delivering solid returns. Just a few months ago, the

   Good news regarding easing inflation, and bad economic news around slowing growth, continue to push share markets higher both overseas and domestically. This is a notable turnaround as more and more investors expect

 Recent weeks have witnessed a substantial rise in bond yields and a noticeable retreat in equity markets, raising concerns about the future path of company earnings and economic growth. How much longer will interest

August was another interesting month for markets as investors grappling with a higher for longer interest rate narrative from global central banks, softer economic data from Europe and worse-than-expected outlook of China. While the resilience

   In our recent updates, we engaged in extensive discussions regarding interest rate rises, share market valuations, and long-term government bond yields in both Australia and the U.S. These discussions involved deep dives into

The debt markets, often referred to as the bond markets, can be seen as the collective name given to all trades and issues of debt securities, in which Governments are usually the largest part. Governments

  Dancing with the Markets – Getting the Sequence Right   Market volatility persists as inflation remains uncomfortably high and interest rates to rise further. Regardless of how disciplined, investors sometimes act on emotion in

  Economics or Medianomics – Who do you believe   There is little doubt that uncertainty around inflation, interest rate rises, and recessionary risk would continue to influence investment markets and investor sentiment over the