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
Credit primes as a defensive stalwart in higher-for-longer environment
As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness...
Staying alive in a 'snipers alley' of investment risk: Ruffer
"Our preoccupation with fear makes us the gazelles of the investment market, always alert to dangers," Jonathan Ruffer says in his latest note. "But we are not...
Defence overtakes offence as portfolio managers seek shelter with recession likely
As the economy tilts toward recession, portfolio analysts are turning towards sectors and companies that handle cloudy conditions better than most. Healthcare,...
Active bond managers careful what they wish for
Many end-investors might assume that it is equities managers that are most at risk from whipsawing jerks in market sentiment, but fixed-income managers, too,...
Fixed income finally 'stirring interest' among SMSF trustees
The bond market has never had great investment appeal for Australia's self-managed superannuation funds, but with rising yields improving their proposition,...
Term deposits set to reach peak attraction as hiking cycle crests
The average annual interest rate on banks' one- and three- year term deposits has risen to 3.2 per cent from 0.25 per cent over the past year. With markets...
Income stocks still a smart defensive play, but look beyond miners and banks
Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...
Negative-yielding debt and the limitations of benchmarking
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of...
Term deposit rates rise, but savers need to shop around
As the RBA's rate hiking campaign appears to approach its peak, investors looking to lock in term deposits should shop around to find the best rates, analysts...
Bonds surge back to relevance after hellish 2022
Credit and equity markets both suffered a very bad 2022, as the collapse of negative correlation between stock and bond prices left no safe haven for...
Fixed income the consensus trade of 2023 as investors get defensive
This year's recalibration of bond prices now reflects the higher interest rate environment, making future returns attractive again for fixed income in 2023 as...