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
Digging into the defensive toolkit
A well-articulated investment philosophy is the cornerstone of prudent financial advice. It defines not only how capital should be deployed, but more...
Versatile and robust: The renaissance of investment bonds
The resurgence of investment bonds as a strategic financial planning vehicle was laid bare in the recent insiders INPractice Online Masterclass, “The...
The quiet evolution of 'green' bonds in global portfolios
The ‘green bond’ market, once a niche segment, is now emerging as a core allocation within institutional fixed income portfolios. And as the sector...
Back in black: the new rules of fixed income
At the recent Investment Leaders Forum in Byron Bay, Dr. Christian Baylis, the founder and CIO of Fortlake Asset Management, delivered a dense, high-speed...
Rehabilitating duration: the hidden strength of fixed income
For much of the last decade, fixed income has been the dinner guest that no one wanted to sit next to. Low yields, scarring losses, and correlation breakdowns...
Wagging the dog: Why US Treasuries may no longer be a haven
Perhaps the assumption that markets are still anchored by predictable economic policies needs to be challenged. For the first time since the fall of the Berlin...
Getting a grip as gold goes ga-ga
Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil...
The fixed income outlook: Sunny with a chance of showers
An audience of advisers, researchers, and asset allocators gathered in Sydney last week for an intimate discussion with Haran Karunakaran, dissecting the...
Navigating the AT1 hybrids transition: Yarra Capital Management
Pushing bank AT1s into extinction well before APRA’s 2032 cut-off is of natural concern to many fixed income investors. Roy Keenan, Yarra Capital's co-head...
Bond attraction firms as rate cuts swell yields and non-correlation returns
With rates well and truly crested and bonds once again showing their strength as a defensive ballast mechanism, Capital Group believes the time might be right...
‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the...