Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
- Contributor
- Cristina Lee
- 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
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...
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...