‘Peak everything’ but equities momentarily safe

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Many of the favoured reflation trades have come under pressure in recent months, with the possibility of a period of peak growth, policy and liquidity combining to create the perfect... Read more continue reading

Bumpy road ahead for bonds

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Bond markets have performed well recently as concerns over near term growth have increased. But we believe we are entering a consolidation phase, waiting for central banks to signal the... Read more continue reading

From junky to juicy – The case for high-yield bonds

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This article by the economics team at fixed income specialists Payden & Rygel – one of GSFM’s investment partners – takes a deep dive into high yield bonds and examines... Read more continue reading

Living with the virus and inflation remain key to navigating markets 

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Equity markets may be able to continue their rally on the global re-opening dynamic and the vaccine roll-out, but they face a number of issues in the second half of... Read more continue reading

Crypto is here to stay

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ASX listed low-cost securities trading platform SelfWealth (ASX: SWF) recently announced they were intending to launch cryptocurrency trading as part of their broader wealth eco-system. “Clearly, Crypto is not an... Read more continue reading

Extracting value from bonds in a rising rate environment

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Active Australian fixed interest managers have multiple avenues through which they may seek to extract outperformance. Included amongst these are interest rate, macro credit and bottom-up security selection strategies. Regarding... Read more continue reading

The case for listed private equity – Part 1 – Listed versus private companies

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This article from PAN-Tribal Asset Management is the first of a three-part series exploring the investment case for listed private equity. In this first of the series, listed public companies... Read more continue reading

Pockets of opportunity provide good prospects for global bonds and equities

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The COVID-19 pandemic recovery remains non-linear across developed and emerging economies leading to a patchy outlook for bond and equity markets, but pockets of opportunity remain, according to GSFM and... Read more continue reading

Nuveen launches Global Core Impact Bond strategy

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Nuveen, the global investment manager with over $1.2 trillion in assets under management, announces the launch of a Global Core Impact Bond strategy. Drawing on Nuveen’s 50-year legacy in responsible... Read more continue reading

ANZ on-market buyback boosts bank investor confidence

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Specialist income investment management firm, Plato Investment Management, says ANZ’s $1.5 billion initial on-market buyback is another strong indicator of a strengthening outlook for ASX income investors. “While economic risk... Read more continue reading