Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
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- The Inside Adviser
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...
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.
Plotting the return to duration
Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...
'Blatant mispricing' in Aussie bond yields
2022 has been a difficult time for most investors, but for none more so than bond fund managers. The New Year’s resolution of global central banks to...
'Safety first' pays off for Ruffer
All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded...