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Brilliant Investment Thinking by Advisers for Advisers.
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Bonds surge back to relevance after hellish 2022

Credit and equity markets both suffered a very bad 2022, as the collapse of negative correlation between stock and bond prices left no safe haven for...

Fixed income the consensus trade of 2023 as investors get defensive

This year's recalibration of bond prices now reflects the higher interest rate environment, making future returns attractive again for fixed income in 2023 as...

Profit important but cash is back, even during times of high inflation

The British investment firm's current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather...

Gold as currency hedging

Investors considering gold sometimes wonder about currency hedging. As gold trades in US dollars, Australians who buy it make a twofold bet.

Fixed income bond indices prove problematic when assessing performance

Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

The changing face of fixed income

Bill Prendergast discusses the role of fixed income and its role in portfolios today.

The golden rule of government bond investing

As one can expect, there was a lot of volatility in US Treasuries during this period, making it a challenging time for analysts.

'Categoric repricing of risk' in credit markets open opportunity

Having just experienced one of the weakest periods for credit and fixed income markets since the GFC, "now is the time" to step back into the asset class...

'Dramatic outflows' from bond funds in June: Calastone

It was clearly an incredibly tough beginning of the year for advisers and consultants building multi-asset portfolios.

Plotting the return to duration

Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...

Western Asset Global Fund rating upgraded

The classic way of thinking has been to ditch bond funds as interest rates rise. Why? Because as rates rise, bond prices have an inverse relationship, and drop...