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
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...
Why higher rates don't have to mean the end of fixed income
There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have...
Is the wind turning against bonds?
“Bonds won’t exist in 10 years,” were the words of Vimal Gor, one of the most well-known and respected fixed income managers in the country....
Perennial brings institutional nous to solve the defensive income problem
Speak with any financial adviser today, and it’s likely that their biggest investment concern isn’t related to the equity component of their...