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.

Reporting season results have been in line with expectations in Australia and New Zealand, boosting both share markets, but resource companies are starting to suffer from falling prices.

In their latest fixed interest commentary Harbour Asset Management's Mark Brown and Christian Hawkesby assess the latest developments in Europe offer some thoughts on the Reserve Bank's next move.

In its latest fixed interest commentary Harbour Asset Management argues that quantatative easing will be the key factor driving the market this year. However at some point the US Federal Reserve will need to be cautious about withdrawing the drug from the patient.

Harbour Asset Management asks the question whether to invest in domestic or international fixed interest markets at the moment. See what it has found out here.