Five charts to keep an eye on – making sense of this unique investment environment

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Following the US election, we have seen bond rates continuing to increase, a stronger US dollar, firmer commodity prices, and a US stock market at all-time highs. How long will

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Choosing cash over fixed income doesn’t make 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, they missed out on a major benefit

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Greek referendum will cause short-term volatility but unlikely to have long-term global market impact

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In Sunday’s referendum, the Greek populace overwhelming voted to reject the terms of the programme for reform and fiscal adjustment put forward by the European Commission, European Central Bank (ECB)

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Nikko Asset Management adds senior management roles in global investment team

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Three seasoned investment professionals are taking on expanded roles to bolster the global management capability of Nikko Asset Management’s investment team, the company announced last week. Roger Bridges, based in

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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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Assessing risk: low probability, high impact events

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Risk is a word that generally tends to be thought of in a negative light. However, in the investment world risk is a necessary part of investing and cannot be

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Even in a rising rate environment, bonds have an important role to play

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Over the past year or two, investors globally have become more wary about bonds, envisaging the end of the 30-year rally in bond yields. Yields on bonds remain relatively low,

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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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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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Fears of a bond bubble overblown

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Investors should not be worried about a bubble in the bond market, as the current high prices and low yields in bonds are not driven by the same factors as

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