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‘The golden age of retirement income’: All engines firing for fixed interest

The last few years have been challenging for markets, but they’ve also reset the playing field for fixed interest. For those seeking income and capital protection in the event of an equities downturn, particularly retirees, it’s time to revisit credit, says Bentham Asset Management’s Richard Quin.

Lisa Uhlman | 20th Dec 2023 | More
Lessons and insights: Reflecting on a year of board membership

For anyone seeking professional growth, exposure to new skillsets and the chance to help an organisation make its mark, serving on a board is an ideal learning experience, Loane Avenell writes in a look back at her “remarkable” first year with the Australian Investors Association.

Loane Avenell | 20th Dec 2023 | More
  • Leave it to the pros: Diversification through thematics, managed accounts

    As investors seek greater portfolio exposure and diversification at lower cost, two increasingly popular options – thematic ETFs and managed-account solutions – show how wealth management practices are adapting to clients’ evolving needs.

    Staff Writer | 13th Dec 2023 | More
    Market’s goldfish memory on display in oversubscribed UBS CoCo deal

    The Swiss bank’s $3.5 billion issue of contingent convertible bank capital drew 10 times as many investors as it needed, showing the market has already forgotten how holders of these bonds fared in the case of the collapsed Credit Suisse.

    Lisa Uhlman | 22nd Nov 2023 | More
  • Dreaming of retiring early? The F.I.R.E. plan is about to get even tougher

    The “financial independence, retire early” approach, which trades spartan frugality now for an early retirement later, can work in the right conditions, but its benefits may be eclipsed by the sacrifice required along the way, writes Alteris Financial Group’s Jaxon King.

    Jaxon King | 8th Nov 2023 | More
    Several homes, shares and, of course, luxury: How the uber-wealthy invest

    Primary and secondary homes make up about a third of the total global wealth of the ultra-rich, new research shows. Commercial property and equities are also big components, with a small but increasingly valuable share going to “investments of passion”.

    Staff Writer | 8th Nov 2023 | More
    No income, but (nearly) everything else: The case for gold in a retirement strategy

    The unique benefits of a gold allocation are clear, but investors, particularly retirement savers, are missing out on much of the market according to World Gold Council market strategist Joe Cavatoni, who says the metal’s dual role as a consumer good and an investment asset is key to its bright outlook.

    Lisa Uhlman | 1st Nov 2023 | More
    Geopolitical shocks pile up, but markets equipped to ride the volatility

    Shock events like the Israel-Palestine and Russia-Ukraine conflicts are not a reason for investors to panic sell, as history tells us geopolitical risk, which is always present and therefore factored in by markets, has little correlation with long-term economic upheavals.

    Nicholas Way | 25th Oct 2023 | More
    Thanks to rates reset, bond markets eye a 2024 ‘all about income’: AMP

    Higher bond yields are making fixed income fundamentally more attractive than it was during years of ultra-low interest rates. AMP’s Diana Mousina and Chris Baker recently discussed the opportunity set as investors look to add income and defensiveness in a new paradigm.

    Lisa Uhlman | 25th Oct 2023 | More
  • Don’t expect low rates to return, Oaktree’s Marks says – instead, bet on debt

    Repeating his warning that markets are undergoing a “sea change” that will see a new set of winners and losers emerge in short order, the famed distressed-debt investor said it’s time to consider a profound shift from asset ownership to lending and credit.

    Lisa Uhlman | 18th Oct 2023 | More
    Retail investors add cash but keep long-term focus amid uncertainty: Nabtrade

    Australian retail investors are trading less since the height of the pandemic, as uncertainty over the direction of markets prompts them to accumulate cash. But while even the pros may be tended to blink, the overwhelmingly buy-and-hold retail cohort is proving its savvy, says nabtrade’s Gemma Dale.

    Lisa Uhlman | 11th Oct 2023 | More
    AI and the knowledge revolution: How to invest through the froth

    The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor Association’s recent investX conference. While it’s new territory, the same investment principles should apply in picking the winners from the losers.

    Lisa Uhlman | 11th Oct 2023 | More
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