Category Archive: Commodities

Sep 18

Australian Government Bond Yield Curve…no change???

Source: RBA, Delta Research & Advisory Bizaarely as it seems but the above chart shows that over the last month the Australian Government Bond Yield curve has barely budged. There’s really no more than 5 to 10 bps difference across all terms and when you consider the various big announcements, economic results from here, overseas …

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Aug 11

Investment Perspectives

Its been a while since I put some of my broader investment thoughts in writing and I’ve just written almost 4000 words to satisfy that…so it also sort of makes up for my lack of posting. So below is a lot of what I have written and hopefully its readable for anyone interested…I actually haven’t …

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Jun 12

Managing Inflation Risk…advisers have it wrong

Source: van Eyk Research The above poll was taken by van Eyk Research on their subscription website. In terms of the sample, it is large (848 responses) so may be statistically representative of van Eyk subscribers whom I can only assume is financial advisers, researchers, and maybe fund managers. As shown almost 1 in 2 …

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