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‘The foundations are pretty soft’: Correlation considerations taking centre stage

With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw an opportunity to provide investors with the ultimate diversifier.

Tahn Sharpe | 16th Sep 2024 | More
‘An asset you’d want to own’: Fixed income stability to offset rate uncertainty

Whether you perceive the RBA’s messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment portfolio.

Staff Writer | 8th Jul 2024 | More
Why fixed income is back (and better than ever)

Duration is no longer a dirty word. Private debt is a house of cards. Welcome to the new era of fixed income.

Staff Writer | 7th Jun 2024 | More
  • Active bond managers careful what they wish for

    Many end-investors might assume that it is equities managers that are most at risk from whipsawing jerks in market sentiment, but fixed-income managers, too, can find themselves out of position very quickly, as something they did not see coming… comes.

    James Dunn | 11th May 2023 | More
    Investors revisiting 60/40 split as slowdown threatens share returns

    The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a potentially weak year for equities.

    Nicki Bourlioufas | 23rd Jan 2023 | More
    Fixed income the consensus trade of 2023 as investors get defensive

    This year’s recalibration of bond prices now reflects the higher interest rate environment, making future returns attractive again for fixed income in 2023 as deteriorating fundamentals threaten other asset classes.

    Lachlan Buur-Jensen | 12th Dec 2022 | More
  • Too soon for a Fed pivot, but fixed income looks promising: Atchison

    Investors are flocking to risk stocks in the hope of an early Fed pivot following a better-than-expected US inflation report. While it is too early for a pivot, according to Atchison Consultants, the longer-term outlook for fixed income is positive.

    Ishan Dan | 12th Dec 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
  • Flexibility still the key to fixed income success: INDepth with Adam Grotzinger from Neuberger Berman

    Adam Grotzinger from Neuberger Berman goes in-depth with James Dunn from The Inside Network on ‘Flexibility still the key to fixed income success’.

    The Inside Adviser | 22nd Apr 2022 | More
    Flexible duration strategies pacing fixed income flows

    Fixed income allocations have experienced a difficult 12 months, with both performance and sentiment turning against the sector. The threat of higher interest rates has seen volatility in Government bond markets reach levels not seen in decades. With many experts now suggesting that the duration “tailwind” is over, being the capital gains offered by bonds…

    Staff Writer | 31st May 2021 | More