Featured Archives - Fixed Income News Australia

Featured

Catastrophe Bonds: A Strategic Diversifier In A Higher Rate Environment

Contributing Author

By Gareth Abley, Co-head of Alternative Strategies, MLC Asset Management A perennial challenge for most investors is that the vast majority of the risk in...

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Peace Of Mind In A Shaky Market

Gaby Rosenberg

Fixed income bonds are based on a simple premise: an investor lends money to a borrower for a specific period, in exchange for agreed, regular...

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Now Is The Time To Re-Evaluate Portfolio Positioning

Contributing Author

The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...

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The Case for Bonds (As Rates Inch Towards Normalisation)

Contributing Author

By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes With the Fed expected to begin its easing cycle later this year, bond markets...

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Risk Assets Have To Earn The Second Half

Laura Cooper

Key takeaways: Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be...

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Discipline in the Age of Disruption

Contributing Author

By Michael Goosay, Principal Asset Management Reflecting on 2025, investors have encountered uncertainty fuelled by tariffs, geopolitical conflicts in Europe and the Middle East, and...

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Australian ETF Market Records Best Inflows Ever in Q3 2019

Ben Ready

T he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded. The mammoth...

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Markets Look Beyond Geopolitics as AI and Rate Hopes Drive Returns

Chris Iggo

The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could...

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US Triangular Correction; Rate Volatility is Back; Spotting Safe-Havens

Benoit Anne

Signs of a confidence shock Rate volatility is back Where are the safe-havens? The market symptoms of a confidence shock. It is rather uncommon to...

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Goldilocks is Back in Fixed Income

Benoit Anne

Goldilocks is back in fixed income Monetary policy divergence No irrational exuberance among investors The surprising comeback of Goldilocks. It probably has not felt...