All Articles tagged with 'fixed income'

You are in Posts tagged 'fixed income'

Choosing cash over fixed income no longer makes sense

From Tyndall AM

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

continue reading

31 Jul 2014

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

From Neuberger Berman

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

continue reading

21 Jan 2014

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

From Threadneedle Investments

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

continue reading

18 Dec 2013

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

From Tyndall AM

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

continue reading

02 Sep 2013

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

From Threadneedle Investments

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

continue reading

07 Aug 2013

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

From AXA Investment Managers

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

continue reading

05 Jul 2013

Misunderstanding about fixed income may lead to loss

From Altius Asset Management

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

continue reading

04 Jun 2013

Strong AUD could create problems with inflation

From Tyndall AM

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

continue reading

10 Apr 2013

Fixed income sees a fundamental shift to the East

From Omega Global Investors

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,

continue reading

13 Dec 2012

The role of fixed interest misunderstood

From Altius Asset Management

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

continue reading

11 Sep 2012

FIRST 12 3 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]