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
Unlocking Australia’s hidden fixed income advantage
Focusing on benchmark-constrained strategies does not serve Australian fixed income investors well, argues a new white paper.
Volatility as an asset class: Rethinking defensive allocation in modern portfolios
The asymmetric link between equities and volatility can deliver positive returns during periods of market stress, in what's been called “crisis alpha.”
De-dollarisation: Is it the Australian bond market's coming-of-age moment?
The global credit market is being quietly but fundamentally re-priced. There are signs that the long, comfortable era in which the US dollar’s reserve status...
The end of the (government debt) world as we know it?
When Bridgewater Associates founder Ray Dalio speaks, the investment world usually takes note. He certainly gave the markets food for thought last week.
Rethinking defensive income: Diversification no longer just a buzzword
The days when defensive assets equalled government and corporate bonds are gone. Today, investors wanting income while preserving capital must adopt a more...
Why fixed income benchmarks are built for issuers, not investors
It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...
Time to rethink the 'couch potato' of passive fixed-income
Passive fixed-income is an unhealthy couch potato — and it's time to get active, argues Michael Armitage.
Stress-test for rallies, not just recessions
At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...
A compelling case for public credit in a risk-aware world
Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...
The case for short-duration fixed income; three reasons to consider owning the short end of the curve
Short-duration fixed income offers attractive long-term, risk-adjusted returns with less volatility compared to well-known fixed income benchmarks, say Joanne...
Why now is the sweet spot for active bond management
The global bond market is in flux. Yield curves are steepening, volatility remains elevated, and policy decisions are moving markets in ways that upend some of...