interest rates

Latest news and analysis on interest rates

Property

2025 interest rate outlook: Good and bad news for ASX investors and mortgage holders

Latest market pricing suggests interest rates could fall quickly at the start of 2025, but the outlook from there is far murkier…
+5
Carl Capolingua
Livewire Markets
Macro

ECB cuts rates in move to a dovish tilt

Markets are expecting a further run of consecutive rate cuts over the coming few quarters.
Seema Shah
Principal Asset Management
Macro

Long-term returns: Is Trump a threat to equity dominance?

Since the global financial crisis, growth equities have been the overall best performing asset class.
Chris Iggo
AXA Investment Managers
Property

How much, and when the RBA will cut interest rates in 2025

Yesterday’s RBA meeting showed a marked dovish tilt in language, causing markets to reel in expectations for the first interest rate cut.
BHP
+4
Carl Capolingua
Livewire Markets
Macro

The companies and sectors poised to surge under Trump

Trump's presidency is driving transformative trends, creating lucrative opportunities for key industries and forward-thinking investors.
+3
Xinyu Ru
Fawkes Capital Management
Buy Hold Sell

Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.
+9
Buy Hold Sell
Livewire Markets
Macro

Forget the market noise: Focus on value and the long-term

Sometimes it seems the economics profession operates in a parallel universe.
Chris Iggo
AXA Investment Managers
Fixed Income

The next few months are going to be painful for Australians. Here's how you can invest your way out of it

Real Asset Management's Michael Frearson argues that we'll see the full impact of rate hikes in coming months. Here's how he's investing.
Sara Allen
Livewire Markets
Education

Why understanding this little-known theory can help you make better investing decisions

Investors have become afraid of losing money. These are thorns. But you should look for the 'roses' because loss aversion can be overcome.
Arian Neiron
VanEck
Asset Allocation

Why you can't wait for rate cuts to start investing in REITs

After a slew of favourable economic data points, global central banks appear to be at the beginning of an interest rate easing cycle.
Chris Bedingfield
Quay Global Investors
Macro

Dark clouds ahead: The rising risk of a US recession

Based on recent developments, we believe the likelihood of a recession occurring within the next 9 to 12 months is more likely than not.
Xinyu Ru
Fawkes Capital Management
Macro

What caused stocks to crash, what’s next for markets, and how to defend your portfolio

Just the facts on what’s happening in global financial markets and what you can do about it.
Carl Capolingua
Livewire Markets
Macro

Forget RBA hikes! Market now pricing 3 interest rate cuts by Christmas 2025

Better than expected June CPI inflation data has flipped market pricing for Australian interest rates over the next 18 months on its head.
Carl Capolingua
Livewire Markets
Macro

Long term trends still rule

It has been a good first half of the year for investors, but I am not sure if it will continue to be.
Chris Iggo
AXA Investment Managers
Macro

C’mon Aussie! Going overseas? Maybe don’t swap those Aussie dollars just yet…

Thinking of going overseas and wondering when to change your Aussie dollars? It might be worth holding off, says Morgan Stanley.
Carl Capolingua
Livewire Markets
Macro

A new dawn for markets as global elections continue

Political events can cause uncertainty and disruption, impacting prices and trade with global implications.
Chris Iggo
AXA Investment Managers
Macro

Different ways to 2%

Central banks will likely maintain a 2% inflation target in the coming years.
Chris Iggo
AXA Investment Managers
Macro

A rate cut for the ECB today, but then what?

As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years. The interest rate on the main refinancing operations,...
Seema Shah
Principal Asset Management
Private Assets

Is Australian private debt the best bet in high rates regime?

At a Glance: The Federal Reserve's delays in the much anticipated rate cuts have widespread implications for the U.S. economy and the private sector. In this...
Christian Brehm
FC Capital
Macro

Central banks constantly say they are "data dependent". Here's why you should ignore them

The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.
Isaac Poole
Ascalon Capital
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