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
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...
Profit important but cash is back, even during times of high inflation
The British investment firm's current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather...
Gold as currency hedging
Investors considering gold sometimes wonder about currency hedging. As gold trades in US dollars, Australians who buy it make a twofold bet.
Fixed income bond indices prove problematic when assessing performance
Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.
The changing face of fixed income
Bill Prendergast discusses the role of fixed income and its role in portfolios today.
What are you missing in fixed income portfolios?
The events of 2022 have brought the fixed income and defensive allocations of multi-asset portfolios back into the spotlight.
'When bonds didn't act like bonds'
The 'unorthodox' policy of quantitative easing has been central to the excesses in markets, says JP Morgan's Liang.