yields

Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or have they? As we enter 2021 the chorus of commentators warning of significant capital losses on long-term bond investments and the reducing diversification benefits of that holding continues to grow….

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. On the announcement, Fund Monitors noted…

Trillion-dollar French asset manager Amundi released their November Cross Asset Strategy report last week, with gold bullion and active management among their highest conviction calls. The group is renowned for their institutional investment capacity but particular their ESG or Sustainability credentials. With Pfizer’s (NYSE: PFE) vaccine news coming shortly after the release, CIO Pascal Blanque…

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do investors go when the world is also awash with “low-to-no” interest rates? In a series of four webinars for fund managers with which it partners,…

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate since, but they remain an underrepresented part of most investor portfolios. Whether due to a lack of understanding or perceived higher risk, heightened equity market…

Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver an adequate pension to retired fund members? The question, however, can’t be answered without determining what an ‘adequate’ pension is. This ResearchBite considers how a hypothetical fund creating an income-targeted…

Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group were trading at small premiums to net asset value (NAV) prior to the crash, such…