There has been quite a turn around in market sentiment with investors becoming cautious over fixed interest and getting ever more optimistic about equities. Harbour managers Andrew Bascand and Craig Stent explain what's happening. 

Harbour Asset Management director fixed interest, Christian Hawkesby, says the Northern Hemisphere autumn has traditionally been a time for financial panics and market wobbles and this year looks like being no different.

Harbour Monthly Commentary: A more selective equities strategy may be the best approach for investors in the near future.

Super-low interest rates may be a thing of the past as the US moves away from QE and towards more normalised monetary policy

A mild fall is no indication that investors should move away from equity markets.

The question is not why we aren’t seeing any inflation but rather why we aren’t experiencing deflation. Expectations of minimal inflation seem to be a self-fulfilling prophecy … for now, anyway.

Throughout this equity rally we have been asked how much of the sharp rise in equity markets is just about a return to “normal”?

Corporate bonds are unlikely to repeat their strong performance from 2012 but value can still be found if investors know where to look and what risks to watch out for.

What does an elevated Equity Risk Premium mean for investing?

Despite talk of a bubble, Australasian equities are not expensive, particularly when compared to bonds.

A transition continues to cyclical and growth stocks

Harbour Monthly Commentary: Economic growth is likely to remain sluggish in New Zealand next year but investing in certain secular themes such as healthcare is likely to produce good results.

New Zealand's first foray into inflation-linked bonds fizzled but the latest offering has been heavily oversubscribed, thanks in part to very attractive pricing.

Generating Income In a Low Interest Rate World

Since it was announced that Graeme Wheeler would become the new Governor, there has been endless speculation about whether he will be an inflation ‘hawk’ or an inflation ‘dove’.  

The US Federal Reserve's unprecedented monetary policy moves have left markets torn between short-term growth risks and longer-term inflation risks, with low yields making global bonds unattractive.