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Brilliant Investment Thinking by Advisers for Advisers.
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Global credit set for cyclical recovery

Global credit will see a cyclical recovery in 2021 This year has certainly been one for the record books, leaving many to speculate what 2021 may bring. Given...

'Potential hazards' for passive bond strategies

Active management will be essential for fixed income investors looking to navigate fixed income markets in the months and years ahead As investors continue to...

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,...

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

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,...

How one bond manager made 11% in the June quarter

When we saw this headline we assumed it was from one of Lazard's global equity strategies across its $170 billion portfolio.

Gold to hit US$3,000 on virus fears

The gold price is soaring, all thanks to a world gripped by fear, or is it hope?

Social Bonds - a growing asset class that's packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is...

Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was...

In Defence of Fixed Income

INBrief Andrew Canobi - Franklin Templeton

It's gotta be bonds?

The toughest asset sector in an investment portfolio is the fixed income. Putting aside the difficulties in convincing an investor to have an allocation to...