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
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- 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
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...
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...