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 art of losing less, and why there's beauty in the predictability of bonds
The key to employing defensive assets effectively, Burtenshaw explained, is knowing what it will do and how it will act. "If an asset isn't actually...
Advice clients have a breaking point; downside protection can keep them from it
Protecting the underside of portfolios, and even thriving through moments of market distress, can keep more fretful clients out of the danger zone. A new...
‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel
There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay...
Using the default system to reduce correlation with Fortlake AM
The tranche market isn't the defining feature of Fortlake's fixed income funds, Baylis explained, but it's a pivotal tool for the firm's managers and adds a...
Getting the ‘best of both worlds’ in IG credit
A higher for longer interest rate environment and likely default cycle in high yield means investment grade credit is once again in the hot seat.
'An asset you'd want to own': Fixed income stability to offset rate uncertainty
Whether you perceive the RBA's messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment...
Why fixed income is back (and better than ever)
Duration is no longer a dirty word. Private debt is a house of cards. Welcome to the new era of fixed income.
The bond market resurgence: 2023's top Australian bond managers unveiled
One domestic bond manager stands out when measuring over both one and three year terms, according to the latest data from the Atchison Consultants approved...
Credit to sail through cycles: The case for investment-grade debt
As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management's Roy Keenan. To...
'Bonds are back': Advisers shifting clients into fixed income as inflation persists
Financial planners have already started rolling their clients towards fixed income and defensive assets, a panel has heard, as high interest rates and...
Neuberger Berman finds quality in agency mortgage-backed securities
Amidst a tough environment for fixed income, agency mortgage-backed securities are one of Neuberger Berman’s highest conviction areas of relative value in...