Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
- Contributor
- Cristina Lee
- David Dix
- Drew Meredith
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- Joanne Driscoll
- Jonathan Ruffer
- Jonathon Pullin
- Kevin Toohey
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Neuberger Berman
- Nicholas Way
- Nicki Bourlioufas
- Phil Strano
- Richard Quin
- Rob Prugue
- Roy Keenan
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
When the downgrade is the entry point not the exit
Insight Investment’s Syed Zamil says fallen angel bonds have delivered equity-like returns at roughly 60 per cent of equity volatility over 20 years. Forced...
The long end has stopped taking orders from the Fed
US Treasury yields climbed to a 19-year high on a soft inflation print, breaking the reflex that once made duration a simple call. Amundi's Rajesh Puri on what...
Fixed income: a hawkish Fed leaves the long end exposed
Washington's fiscal and monetary arms are pulling apart, and US Treasury yields are where Australian portfolios feel the strain. Franklin Templeton's Sonal...
The yield that isn’t there: how dividend traps catch investors off guard
Andrew Hamilton, portfolio manager and head of implementation at Antares Equities, says one of the most persistent dangers in income investing is a yield that...
When defensive assets stop behaving defensively
With bonds delivering near-zero returns over a decade and private credit under regulatory scrutiny, advisers need a sharper framework for assessing defensive...
Defensive portfolios just got a wake-up call on rates
Australian bond yields repriced sharply across every tenor in a single week, with traders switching from pricing cuts to pricing hikes. For advisers managing...
Real yields: the reset that makes bonds competitive with equities again
US real yields are approaching 2.5 per cent, and Brandywine Global argues the repricing reflects a healthier economy, leaving high quality bonds their best...
How a year of RBA swings rewrote the term deposit market
Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...
Syndicated loans: yield without the usual trade-offs
With interest rates still elevated and income-hungry investors looking beyond term deposits and investment-grade bonds, syndicated loans are emerging as a...
Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
The Fed has a new chair. Here is what that means for portfolios
Kevin Warsh's first press conference as Federal Reserve chair signals a hawkish Federal Reserve forward guidance shift. Franklin Templeton's Sonal Desai...