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Brilliant Investment Thinking by Advisers for Advisers.
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The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio,...

How one bond manager made 11% in the June quarter

When we saw this headline we assumed it was from one of Lazard's global equity strategies across its $170 billion portfolio.

Gold to hit US$3,000 on virus fears

The gold price is soaring, all thanks to a world gripped by fear, or is it hope?

Social Bonds - a growing asset class that's packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is...

Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was...

In Defence of Fixed Income

INBrief Andrew Canobi - Franklin Templeton

It's gotta be bonds?

The toughest asset sector in an investment portfolio is the fixed income. Putting aside the difficulties in convincing an investor to have an allocation to...