Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors.
The two models provide investors with a conservative and transparent portfolio allocated to;
(i)...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
From Alan Greenstein, Zagga CEO and Co-Founder
For even the most experienced investors, portfolio composition and income generation have become markedly complex. Amidst the hunt...
Following the horror of the Hamas-led attacks in Israel this weekend, global investors are contemplating the potential impact on broad investment markets. Although challenging,...
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since...
There is no dispute about the current fundamentals, Western Australia (WA) has a better existing economy and budget position than Victoria.
WA benefits from its...
