Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

The unanswered question still hanging over markets

Markets could be asked to absorb a lot more debt as central banks lighten their balance sheets. But as governments continue to issue it, nobody knows whether unwinding can be done in an orderly manner.

Lachlan Maddock | 1st Nov 2023 | More
It’s not the GFC, but investors are ‘career-ing’ into liquidation

It isn’t 2008 all over again, but dismissing the broader risks of SVB’s demise would be a mistake for investors, writes Ruffer CIO Henry Maxey.

Henry Maxey | 17th Mar 2023 | More
IMF comes out swinging for fund liquidity controls

The International Monetary Fund (IMF) has called for internationally coordinated mandatory measures including ‘swing pricing’ – equivalent to buy-sell spreads – to limit systemic risks posed by liquidity misalignment in open-ended funds.

David Chaplin | 7th Oct 2022 | More
  • Biden bill a boon for listed infrastructure

    It’s all coming up roses for the asset class, which is set to benefit from rising inflation and global spending programs. A boom delayed is still a boom. The delta variant stymied reopening plans and the fiscal stimulus expected to accompany them, but listed infrastructure investors will breathe easier as government spending finally goes ahead….

    Lachlan Maddock | 18th Nov 2021 | More