Interest Rates Archives - Page 2 of 2

The 6 biggest business stories of the year

It's our final episode for the year. Since launching at the end of April, we’ve released 149 episodes, written a quarter of a million words in notes, won Best Business Podcast at this year’s Australian Podcast Award, and been downloaded hundreds of thousands of times - by you.

22 December
2022 in Review: Bryce and Ren's Insights and Advice for the Future

We think this is the toughest year since we’ve started doing the podcast. Ren think it’s been a reality check - reminding him of the importance of a strong core. Bryce said 2022 showed him DCA is the way to go.

20 December
General
Monthly Market Review - December 2022

November was a strong month for risk assets even as economic data in many parts of the world continued to deteriorate. The market was buoyed by the prospect of slowing inflation and that central bank policy would shortly follow suit.

12th Dec, 2022

Source: J.P Morgan Asset Management
General
Meet the Manager – Kyle Macintyre from Firetrail Investments

Future Generation conduct an in-depth interview with Kyle Macintyre from Firetrail Investments.

15th Nov, 2022

Source: Future Generation
General
Australia: Investors and recessions

This article from Vanguard shares 3 encouraging reasons to stay the course and stick to your long-term investment strategy.

14th Nov, 2022

Source: Vanguard
General
Market Review Australia - November 2022

October saw a return to risk as equity markets gained and bond yields fell. The slowdown in the pace of rate hikes by the Reserve Bank of Australia (RBA) and Bank of Canada and messaging from others, was interpreted as a signal we are passing the peak in monetary policy hawkishness.

10th Nov, 2022

Source: J.P Morgan Asset Management
Help me feel better about inflation

In Australia, inflation is at 6.8%. In the United States inflation is at 8.2%. In Britain it is 10.1%. In Turkey, it is 83%.

10 October
General
A framework for bear market rallies

Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.

29th Sep, 2022

Sponsored by J.P Morgan Asset Management
General
Meet the Fund Manager | Sean Fenton | Sage Capital

Future Generation conduct an in-depth interview with Sage Fund Manager, Sean Fenton. Topics include: 1 to 5 year outlook for equity markets; portfolio construction; investing lessons from 25 years experience.

26th Sep, 2022

Source: Future Generation
General
Keep invested despite current market conditions

With markets falling and inflation ramping up, investors might feel they need to ‘do something’ to avoid further losses. However, when it comes to investing, taking action in response to market turmoil may derail a sound investment strategy.

19th Sep, 2022

Source: Vanguard
General
An Update from Our CIOs: Transitioning to Stagflation

Bridgewater is the world’s biggest hedge fund. Founded by Ray Dalio in 1975, the asset manager now manages $140 billion. In this recent update from their joint-Chief Investment Officers they share their view on the macro landscape and the risk that global economy is heading towards stagflation.

18th Aug, 2022
General
How the Fed ended the last great American inflation - and how much it hurt

This article from Vox takes a look back to the late 1970’s and early 1980’s and the efforts of the Federal Reserve and Paul Volcker to break the back of inflation. There has been plenty written about Volcker’s efforts then, but we thought this was a particularly useful article because it went beyond discussing America's 17% interest rates and talked about the ripple effects throughout the economy.

20th Jul, 2022
Expert: Stephen Koukoulas - Do interest rates only work in Sydney and Melbourne?

Stephen Koukoulas is one of Australia’s leading economists, previously working as Chief Advisor for Financial Markets at Australia’s Treasury, Chief Economist at Citibank and as a Senior Economic Advisor to Prime Minister Julia Gillard.

14 July
General
4 possible ways the economic aircraft will hit the runway in the months ahead

There are four possible ways for the economic aircraft to hit the runway in the months ahead. They will all have different impacts on financial markets and one of investors’ most important tasks today is to assign sensible probabilities to them and to position their portfolios accordingly. In this article Tom Stevenson an investment director at Fidelity International breaks down these potential scenarios and what the market is telling us about the probability of each scenario.

30th Jun, 2022

Source: Fidelity
Electricity prices to triple? That escalated quickly.

Electricity prices are going through the roof. Will they ever come back down? The big banks are cutting rates, is the cycle turning already? Someone stole the rights to a picture of a monkey and now someone can't make a TV show. True story. All this and more on this week's Comedian v Economist.

1 June
How rising interest rates is affecting your investments

Who would've thought we'd be so *invested* in interest rate talk... Not us! But here we are. Interest rates have risen for the first time in over a decade and it's all anyone seems to be able to talk about. Today's episode is a shortcut to everything you need to know about why rates are rising and how it's impacting your investments. Plus! Because we like to look at the opportunity in every situation, we'll also discuss where you might be able to find investment opportunities during times like this.

17 May
Understanding Interest Rates and Their Impact on Your Finances

We're excited to be trialing a new format in this week's episode. Bryce & Alec take some current news stories and bring it back to basics so you can understand the impact and what it means to us as investors. From the latest update around Magellan and their options plan, to Mike Cannon-Brookes and the latest update around AGL.

17 May
How much rate hike pain can Aussies handle?

What was behind the RBA's thinking last week, and are we going down the American road of jumbo hikes? Mike Cannon-Brookes with a new play for a take-over of AGL, and Labor's launched a new(ish) housing policy. Unpack this and more on this week's Comedian v Economist.

11 May
Interest rates... but interesting

All around the world, the headlines are the same - the global interest rate is rising. In Australia, the RBA has just made the first interest rate increase in 11 years, raising rates from 0.1% to 0.35%. We're in good company - in the US, interest rates were raised from 0.25% to 0.5%, in the UK and South Africa, there have been two interest rate rises, and South Korea has raised from 1% to 1.5% this year. In today's episode, Darcy and Sascha discuss the impact of these changes, and how they relate to that other 'i' world: inflation.

5 May
Inflation! Are home buyers about to get sucker punched?

Inflation came in scorching hot, but will it last and what does that mean for interest rates? Robinhood is real trouble.... is it the end of the meme-stock era? And what happens to first home buyers if rates rise? Will the government have blood on its hands? All this and more on this week's Comedian v Economist.

4 May
The yield curve goes whoopsie. Should you be worried?

The yield curve inverted this week. Is that bad news or really bad news? The Solomon Islands has inked a security pact with China that has a lot of people in Canberra worried, and mega-globalist Blackrock reckons that globalisation is dead. What do they know that we don't? All this and more on this week's Comedian v Economist.

6 April
Rate rises, growth stocks & Ren's monopoly thesis

Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so much happening. From Inflation, to interest rate rises, Bryce and Alec have a chat about the volatility in markets around the world. Alec wraps this episode around an idea for an investment thesis that involves some of the largest companies on this spinning planet.

21 March
NZ hikes rates. Is Australia next?

New Zealand is leading the world on raising rates, so why is Australia different? There's $200bn dollars worth of companies on the ASX300 that are making no money - should we be worried? Is The Great Resignation actually a thing, and why is the Housing Inquiry arguing about whether houses are like mandarins or not? All this and more on this week's Comedian v Economist.

1 December