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Tech sector soars as bond yields and banks fall

Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip into recession this year, with big-name companies leading the gains.

Nicki Bourlioufas | 27th Mar 2023 | More
Bonds surge back to relevance after hellish 2022

Credit and equity markets both suffered a very bad 2022, as the collapse of negative correlation between stock and bond prices left no safe haven for investors. But 2023 could be a big year for bonds, with analysts warning investors waiting on the sidelines that they risk missing out.

Lisa Uhlman | 25th Jan 2023 | More
  • Profit important but cash is back, even during times of high inflation

    The British investment firm’s current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather than accumulate capital.

    Ishan Dan | 5th Dec 2022 | More
    What non-bank lenders must consider before issuing a private loan

    Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper loan structuring.

    Ishan Dan | 30th Sep 2022 | More
  • Senior secured loans offer investors an opportunity to capitalise on rising rates

    Debt assets may be de jour, but the income they produce is fraught with peril if it doesn’t include the kind of diversity senior secured loans provide.

    Ishan Dan | 26th Sep 2022 | More
    Fixed income bond indices prove problematic when assessing performance

    Atchison Consultants’ Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

    Ishan Dan | 25th Aug 2022 | More
    Benign risk of default drives credit opportunity

    History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit returns over the long-term.

    Drew Meredith | 1st Aug 2022 | More
    Private credit stands out in SAA rethink

    In a challenging environment plagued with uncertainty and volatility, rising inflation has turned investors away from risky growth assets.

    Ishan Dan | 22nd Jul 2022 | More
    Commodities the only highlight in rough year: Atchison

    The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.

    Ishan Dan | 8th Jul 2022 | More
  • Supply-side remains the biggest contributor to inflation

    After years of benign levels of inflation, the “beast” as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the pandemic.

    Drew Meredith | 27th Jun 2022 | More
    “We are in a different world” where industry dynamics will drive returns

    “We spend the majority of our research time on understanding industries,” explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting to leading financial advisers at The Inside Network’s Equities Symposium in Perth last month.

    Drew Meredith | 2nd Jun 2022 | More
    ‘Anomalous’ short-term underperformance of EM set to reverse

    “Have we really thought about the investment implications of a world in which inflation is persistent?” That was the question posed by Dr Joseph Lai of Ox Capital.

    Drew Meredith | 30th May 2022 | More
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