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'Blatant mispricing' in Aussie bond yields
2022 has been a difficult time for most investors, but for none more so than bond fund managers. The New Year’s resolution of global central banks to...
'Safety first' pays off for Ruffer
All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded...
Why higher rates don't have to mean the end of fixed income
There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have...
Is the wind turning against bonds?
“Bonds won’t exist in 10 years,” were the words of Vimal Gor, one of the most well-known and respected fixed income managers in the country....
Perennial brings institutional nous to solve the defensive income problem
Speak with any financial adviser today, and it’s likely that their biggest investment concern isn’t related to the equity component of their...
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....