Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities...
- FY23 performance,
- Where the RBA is heading with its cash rates,
- How far the global interest rate cycle has to go,
- Coolabah’s latest inflation analysis,
- Why bond markets keep getting rates wrong,
- What will happen to house prices,
- Signs of stress in mortgage markets,
- Whether now is the time to average into interest rate duration exposures, and
- Where to find the best risk-adjusted returns.
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