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
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.
The golden rule of government bond investing
As one can expect, there was a lot of volatility in US Treasuries during this period, making it a challenging time for analysts.
'Categoric repricing of risk' in credit markets open opportunity
Having just experienced one of the weakest periods for credit and fixed income markets since the GFC, "now is the time" to step back into the asset class...
'Dramatic outflows' from bond funds in June: Calastone
It was clearly an incredibly tough beginning of the year for advisers and consultants building multi-asset portfolios.
Rethinking fixed income after the year from hell
With both equity and traditional fixed-income investments having exhibited significantly more volatility than most expected, and unfortunately at the same...
The role of gold in portfolios as rates increase
There has been no better time to buy Gold than now and that's due to several reasons.