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Brilliant Investment Thinking by Advisers for Advisers.
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Getting a grip as gold goes ga-ga

Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil...

The fixed income outlook: Sunny with a chance of showers

An audience of advisers, researchers, and asset allocators gathered in Sydney last week for an intimate discussion with Haran Karunakaran, dissecting the...

Navigating the AT1 hybrids transition: Yarra Capital Management

Pushing bank AT1s into extinction well before APRA’s 2032 cut-off is of natural concern to many fixed income investors. Roy Keenan, Yarra Capital's co-head...

Bond attraction firms as rate cuts swell yields and non-correlation returns

With rates well and truly crested and bonds once again showing their strength as a defensive ballast mechanism, Capital Group believes the time might be right...

‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments

Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the...

The art of losing less, and why there's beauty in the predictability of bonds

The key to employing defensive assets effectively, Burtenshaw explained, is knowing what it will do and how it will act. "If an asset isn't actually...

Using the default system to reduce correlation with Fortlake AM

The tranche market isn't the defining feature of Fortlake's fixed income funds, Baylis explained, but it's a pivotal tool for the firm's managers and adds a...

Getting the ‘best of both worlds’ in IG credit

A higher for longer interest rate environment and likely default cycle in high yield means investment grade credit is once again in the hot seat.

'An asset you'd want to own': Fixed income stability to offset rate uncertainty

Whether you perceive the RBA's messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment...

Why fixed income is back (and better than ever)

Duration is no longer a dirty word. Private debt is a house of cards. Welcome to the new era of fixed income.

The bond market resurgence: 2023's top Australian bond managers unveiled

One domestic bond manager stands out when measuring over both one and three year terms, according to the latest data from the Atchison Consultants approved...