Choosing cash over fixed income no longer makes sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, the returns on fixed income have actually

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Senior investors see diverse investment potential across global asset classes in 2014

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Managers and strategists at global investment manager Neuberger Berman envision positive momentum across many asset classes in 2014, as the global economy stabilises and generates moderate growth, according to Solving for

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2014 Outlook: Time for financial markets to stand on their own two feet again

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Looking forward to 2014, Threadneedle Investments believes the year will be characterised by the move towards financial markets standing on their own feet again, as the global policy support that

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What is the future for bonds and why should you maintain an allocation to this asset class?

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Roger Bridges, Head of Fixed Income and Anita Daum, Head of Portfolio Management and the portfolio manager for the Tyndall Australian Bond Fund have provided their answers to AdviserVoice on

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Mid-year market review and outlook: Tapering is not tightening but valuations continue to favour equities over bonds

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At the start of the year, we forecast a challenging macroeconomic outlook for 2013, continued downside risks, and we expected interest rates to stay lower for longer. In terms of

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Smarter asset allocation strategies are imperative should a great rotation occur, says AXA IM

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While recent extreme volatility in global bond markets again raises the question of the role of fixed income in investor portfolios, new analysis from AXA Investment Managers (AXA IM) shows

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Misunderstanding about fixed income may lead to loss

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Altius Asset Management has warned there is a risk of losing a generation of fixed interest investors who may become disillusioned with returns. “With yields at historically low levels, investors

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Strong AUD could create problems with inflation

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The strength of the Australian dollar is likely to continue in the short to medium term, with significant implications for the Reserve Bank of Australia’s (RBA) monetary policy and its

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Fixed income sees a fundamental shift to the East

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The long awaited decoupling of the Asian and European markets earlier this year has seen Asian corporate bonds cementing their appeal with investors, according to specialist fixed income investment manager,

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The role of fixed interest misunderstood

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It is becoming apparent that investors do not really understand the role of fixed interest in a portfolio and the benefits it brings, says Bill Bovingdon, chief investment officer of

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