Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
- Contributor
- Cristina Lee
- David Dix
- 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
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...
Bond yields to decline as rate expectations bubble reverses
Traditional fixed income allocations, whether in the form of corporate or government bonds have been on the nose in 2022 and most of 2021 for that matter. The...
In search of the ultimate inflation hedge
Whilst insurance companies are typicalled considered “technical, mundane and incredibly boring,” Ed Waller and his team at Yarra Capital...
Negative real yields positive for gold
Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year,...
Subtle shifts highlight the new paradigm for fixed-income investors
A quiet announcement from one of Australia’s leading industry/union super funds at the beginning of December piqued my interest. The announcement came...
Reserve Bank decision solidifies role of floating-rate fixed income assets
Investment manager Daintree Capital, together with distribution partners Perennial and eInvest, held an investor webinar on its recently listed Hybrid...
Rethink or restructure - plotting the future of fixed income
According to research the Australian bond market is in the midst of its worst year of returns since 1994, currently sitting on a capital loss of 3.1 per cent....
The duration paradox
The biggest influence on investment returns in the September quarter was a clear ‘backing up’ or bond rates. Naturally, this is causing advisers...
Credit the key to income as rates increase
Leading global fixed interest and credit investment manager, Bentham Asset Management, celebrates 18 years of income as it continues to attract investors to...