Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
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- Cristina Lee
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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...
Daintree launches global hybrid fund
Daintree Capital, the boutique investment management firm that specialises in building fixed income portfolios, has launched a new global bank hybrid fund at...
An opportunity for fixed income, not a threat
We are “talking about talking about tapering,” said U.S. Federal Reserve Chair Jerome Powell earlier this year, as a strong economic recovery...
Will your fixed income portfolio float?
Invesco Australia recently hosted the “if rates rise, will your portfolio float” webinar, aimed at advisers and investors that are looking to...