Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
- Contributor
- 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
- Mishan Dahia
- Neuberger Berman
- Nicholas Way
- Nick Hatzis
- Nicki Bourlioufas
- Phil Strano
- Richard Quin
- Rob Prugue
- Roy Keenan
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Will Arnost
The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...
Is the 60/40 portfolio still relevant in 2026?
For decades, the traditional 60/40 portfolio has been a reliable foundation for investors seeking a balance between growth and stability. But is it still...
Why public fixed income may be better positioned than many investors think
Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...
Why private credit’s newest opportunity may lie in what others need to sell
Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...
Managing liquidity and longevity vital for retirement
Richard Quin highlights how retirement portfolios are being reshaped by liquidity pressures, inflation, and sequencing risk with fixed income reclaiming its...
Fixed income in 2026: deficits, AI and the case for global diversification
Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...
Defensive allocations in flux as hybrids exit and volatility rises
As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...
From inflation to fiscal risk: The new fault lines in global fixed income
In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
Beware today’s 20-year corporate bonds: Yarra Capital
Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...
Defensive credit in practice: delivering income with control
Non-bank lenders increasingly play a crucial stabilising role in Australia’s capital markets, earning a premium for providing liquidity without assuming...