Australian bonds – A watched pot

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The rally in global bond markets has extended far beyond many observers’ expectations, with investors seemingly unwilling to allow any retreat from record low yields. The liquidity glut created by

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Transition of the Australian economy – What does it mean for rates and the dollar?

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For Sophisticated Investors Only Mining: How deep is the hole? Chart 1 shows that mining as a percentage of GDP is at record highs, although it has started to drop

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Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major

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Are bonds in a bubble?

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Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated

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Market volatility leads to renewed interest in domestic bonds

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Investment manager, Omega Global Investors, has announced the inception of its new Australian Bond Fund, offering a risk-controlled portfolio amid recent market volatility. Omega has timed the release to capitalise

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PIMCO’s bond funds outperform shares over 10 years

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Over the long term, in particular the last decade, Australian bonds generated solid returns for investors, which were higher than returns generated by riskier assets like Australian shares, according to

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