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Opportunities in Australian credit

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis, we contend that spread sectors still provide attractive risk-adjusted returns relative to cash and government bonds. Indeed, there still exist a number of compelling risk/return opportunities for active managers to…

Jonathan Baird | 29th Sep 2020 | More
The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

Giselle Roux | 25th Aug 2020 | More
Time for alternative investments to shine

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….

Michael Armitage | 24th Aug 2020 | More