If you’re getting tired of reading about interest rates and inflation, here’s something a little different which I’d highly recommend. Ray Dalio’s global macro hedge fund (Bridgewater Pure Alpha), is up 21.5 per cent this year to the end of July, whereas the broader hedge fund industry is having a year to forget – down […]
Ray Dalio
Rate rises – three scenarios to be aware of
There’s a saying that people will do more to avoid pain, than they will to gain pleasure. Rising interest rates can be painful so I know all my readers will be interested in this topic! Here are three scenarios to help clients better understand the consequences of a rising interest rate environment, and then […]
My view on rising interest rates
What happens if interest rates rise, and how does one strategize…? In terms of the expectations of some of Australia’s most respected interest rate commentators, they generally see higher interest rates moving forward, but not quite as high as the market is currently pricing. For example last week Westpac’s Bill Evans revised the banks projections […]