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Brilliant Investment Thinking by Advisers for Advisers.
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Time to rethink the 'couch potato' of passive fixed-income

Passive fixed-income is an unhealthy couch potato — and it's time to get active, argues Michael Armitage.

Stress-test for rallies, not just recessions

At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...

A compelling case for public credit in a risk-aware world

Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...

The case for short-duration fixed income; three reasons to consider owning the short end of the curve

Short-duration fixed income offers attractive long-term, risk-adjusted returns with less volatility compared to well-known fixed income benchmarks, say Joanne...

Why now is the sweet spot for active bond management

The global bond market is in flux. Yield curves are steepening, volatility remains elevated, and policy decisions are moving markets in ways that upend some of...

Digging into the defensive toolkit

A well-articulated investment philosophy is the cornerstone of prudent financial advice. It defines not only how capital should be deployed, but more...

Versatile and robust: The renaissance of investment bonds

The resurgence of investment bonds as a strategic financial planning vehicle was laid bare in the recent insiders INPractice Online Masterclass, “The...

The quiet evolution of 'green' bonds in global portfolios

The ‘green bond’ market, once a niche segment, is now emerging as a core allocation within institutional fixed income portfolios. And as the sector...

Back in black: the new rules of fixed income

At the recent Investment Leaders Forum in Byron Bay, Dr. Christian Baylis, the founder and CIO of Fortlake Asset Management, delivered a dense, high-speed...

Rehabilitating duration: the hidden strength of fixed income

For much of the last decade, fixed income has been the dinner guest that no one wanted to sit next to. Low yields, scarring losses, and correlation breakdowns...

Wagging the dog:  Why US Treasuries may no longer be a haven

Perhaps the assumption that markets are still anchored by predictable economic policies needs to be challenged. For the first time since the fall of the Berlin...