Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that have similar features.
The international market is much more diverse and offers some really interesting options, but the investments can also be much higher risk.
Daintree recently...
By Anthony Si, Senior Investment Specialist at Citi Australia.
We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely to the daily news cycle and fixed income is impacted by negative perceptions of underperformance in an expected period of rising interest rates.
There are two...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies listed as sub-investment grade to make a comeback. Higher credit ratings and a return to investment grade will likely result in higher bond prices, creating...
One of the key reasons investors chose to invest in the fixed income asset class is for diversification, they are seeking investments that are not aligned to existing investments such as shares or property.
The fixed income asset class has plenty of opportunity for diversification with lots of sub sectors...
In this webinar, we talk with Anthony Kirkham who is the Head of Investment Management/Australian Operations for fixed income manger, Western Asset Management. The company joined The Franklin Templeton Group of companies in 2020. It has USD$491bn in assets under management. In our discussion with Anthony, we drill down...
The ETF market continues to develop and it’s surprising the diversification you can add in a single trade.
Diversification can be through:
The sheer number of invested securities
Various types of bonds such as fixed rate, floating rate or specific sub sectors such as government, corporate, high yield or emerging...
How serious is the inflation threat?
That was the question considered by expert panel hosted by Jamieson Coote Bonds in a webinar last week. The panel was led by esteemed economist, Saul Eslake, who was joined by JCB Chairman Mark Burgess and JCB CIO Charlie Jamieson.
The presentation drilled down into...
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient returns per unit of risk.
Fixed income is an effective tool to manage drawdown risk.
A passive manager cannot express duration, curve, sector or security...
BetaShares' chief economist David Bassanese responds to the suggestion that The Reserve Bank should face its first independent review in 40 years under a proposal from the OECD, which says it is time to address the central bank’s failure to meet key economic targets in recent years and deal...
Elizabeth Moran sits down to talk with Warren Bird about his long and varied career starting as an economist working for Treasury in Canberra, to his momentous role alongside Chris Cuffe at First State, which became Colonial First State, to his most recent role as Executive Director at Uniting...
