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Credit to sail through cycles: The case for investment-grade debt
As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management's Roy Keenan. To...
'Bonds are back': Advisers shifting clients into fixed income as inflation persists
Financial planners have already started rolling their clients towards fixed income and defensive assets, a panel has heard, as high interest rates and...
Neuberger Berman finds quality in agency mortgage-backed securities
Amidst a tough environment for fixed income, agency mortgage-backed securities are one of Neuberger Berman’s highest conviction areas of relative value in...
Credit primes as a defensive stalwart in higher-for-longer environment
As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness...
Staying alive in a 'snipers alley' of investment risk: Ruffer
"Our preoccupation with fear makes us the gazelles of the investment market, always alert to dangers," Jonathan Ruffer says in his latest note. "But we are not...
Defence overtakes offence as portfolio managers seek shelter with recession likely
As the economy tilts toward recession, portfolio analysts are turning towards sectors and companies that handle cloudy conditions better than most. Healthcare,...
Fixed income finally 'stirring interest' among SMSF trustees
The bond market has never had great investment appeal for Australia's self-managed superannuation funds, but with rising yields improving their proposition,...
Term deposits set to reach peak attraction as hiking cycle crests
The average annual interest rate on banks' one- and three- year term deposits has risen to 3.2 per cent from 0.25 per cent over the past year. With markets...
Income stocks still a smart defensive play, but look beyond miners and banks
Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...
Negative-yielding debt and the limitations of benchmarking
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of...
Term deposit rates rise, but savers need to shop around
As the RBA's rate hiking campaign appears to approach its peak, investors looking to lock in term deposits should shop around to find the best rates, analysts...