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Inflation is like chewing gum: sticky and flexible

Leading thematic manager, Capital Group, is confident that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak, according to vice-chairman and president, Rob Lovelace.   Expanding on this point, he says that the “the powerful upswing in equity prices since then is simply a continuation of the bull market we’ve…

Ishan Dan | 17th Jan 2022 | More
Asset-backed securities in favour for floating-rate yield

As we enter a post-Covid world, interest rates remain at all-time lows with seemingly no immediate respite. To compound matters, the Reserve Bank of Australia (RBA) has given “a very low probability” to the current surge in inflation triggering an early increase in official rates. Inflation has risen somewhat, but in underlying terms the rate…

Ishan Dan | 13th Dec 2021 | More
  • Subtle shifts highlight the new paradigm for fixed-income investors

    A quiet announcement from one of Australia’s leading industry/union super funds at the beginning of December piqued my interest. The announcement came amid a busy week for investment announcements, with nearly every investor offering up an outlook statement. But this one was much more straightforward and delivered without any fanfare. It was the decision by…

    Drew Meredith | 13th Dec 2021 | More
    Reserve Bank decision solidifies role of floating-rate fixed income assets

    Investment manager Daintree Capital, together with distribution partners Perennial and eInvest, held an investor webinar on its recently listed Hybrid Opportunities Fund (ASX:DHOF), which was quoted on the ASX earlier last month. With interest rates at all-time lows and the RBA giving “a very low probability” to the current surge in inflation triggering an early…

    Ishan Dan | 9th Dec 2021 | More
  • Has the RBA lost credibility in the eyes of the market?

    The RBA said it has little choice other than to scrap its yield curve control policy in targeting a 0.1 per cent yield on the April 2024 government bond. RBA Governor Lowe said, “Given the progress towards our goals and the revised outlook, the Board judged that it was no longer sustainable to maintain the…

    Ishan Dan | 11th Nov 2021 | More
    Is the property boom already over?

    “House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t seeking headlines, but rather being realistic in his latest piece. Having kept track of the entire cohort of mainstream economists for several years now, Joye continues to stand out as being the most…

    Drew Meredith | 4th Nov 2021 | More
    Prepare for ‘unfamiliar terrain’ says PIMCO

    “Investors should prepare to navigate unfamiliar terrain as the macro-economic landscape undergoes dramatic transformations over the secular horizon,” is the message from global asset manager PIMCO. But what exactly is PIMCO saying? At this year’s annual “Secular Forum,” PIMCO’s global investment professionals focused on the post-pandemic outlook  for the global economy, touching-on themes such as…

    Ishan Dan | 1st Nov 2021 | More
    The duration paradox

    The biggest influence on investment returns in the September quarter was a clear ‘backing up’ or bond rates. Naturally, this is causing advisers across the country to reconsider the structure and longevity of their fixed income allocations. Depending on who you listen to it seems almost certain that rates will continue their march higher, so…

    Kevin Toohey | 28th Oct 2021 | More
    Credit the key to income as rates increase

    Leading global fixed interest and credit investment manager, Bentham Asset Management, celebrates 18 years of income as it continues to attract investors to its Bentham Global Income Fund, which focuses on capital preservation and income. Bentham Principal, CIO and portfolio manager, Richard Quin, has been with the firm for 18 years since he launched the…

    Ishan Dan | 7th Oct 2021 | More
  • An opportunity for fixed income, not a threat

    We are “talking about talking about tapering,” said U.S. Federal Reserve Chair Jerome Powell earlier this year, as a strong economic recovery increased the risk of an inflation spike. Tapering refers to slowing the pace of the circa $120 billion of bonds that the Fed purchases each month, $80 billion of which are U.S. Treasury…

    Staff Writer | 16th Sep 2021 | More
    Will your fixed income portfolio float?

    Invesco Australia recently hosted the “if rates rise, will your portfolio float” webinar, aimed at advisers and investors that are looking to position their portfolios for a rising yield environment. The webinar was led byAshley O’Connor, head of investment strategy, together with Jack Cunningham and Kevin Egan, senior portfolio managers of the senior secured loans…

    Ishan Dan | 13th Sep 2021 | More
    Five reasons fixed income still matters

    Investors face a very uncertain environment today, with the COVID-19 pandemic still playing out, geopolitical tensions and a global economy characterised by low growth and high debt. It’s a good time for investors to remind themselves that diversification is an investment principle that never goes out of style, and that the among the most effective…

    Kenneth Leech Kenneth Leech | 6th Sep 2021 | More
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