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
- Neuberger Berman
- Nicholas Way
- Nicki Bourlioufas
- Phil Strano
- Richard Quin
- Rob Prugue
- Roy Keenan
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
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.
The changing face of fixed income
Bill Prendergast discusses the role of fixed income and its role in portfolios today.
'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...