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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
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
  • Investing for income and defence with senior secured loans

    With recessionary fears still dominating the outlook, investors looking to dip their toes into private credit should consider senior secured loans, which offer compelling relative value and added risk mitigation, Invesco said.

    Staff Writer | 25th Aug 2023 | More
    After big tech bet on Apple, Buffett’s Berkshire refocusses on energy

    Berkshire Hathaway recently added 20.4 million shares of Apple, which now makes up about half its equity holdings. More recent moves suggest Warren Buffett may now be returning to his historical focus on value, via old-school energy investments.

    Lisa Uhlman | 21st Jul 2023 | More
  • Term deposit rates rise, but shares may suit better for long term

    Five per cent on a one-year term deposit will tempt a lot of investors, and with good reason, but equities have proven their worth over the long term. As ever, experts say, personal needs should guide investment selection.

    Nicki Bourlioufas | 30th Jun 2023 | More
    ARK Invest’s Cathie Wood on markets and the ‘wonder’ of innovation

    After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed will be “running in the opposite direction” and deflation will dominate the market, she says.

    Lachlan Maddock | 28th Jun 2023 | More
    Active management outperformance rarely lasts: US study

    While active can provides pockets of outperformance both here and globally, research from S&P Global suggests maintaining above-benchmark returns is difficult to maintain.

    Tahn Sharpe | 14th Jun 2023 | More
    India still looks expensive, but all signs point to more growth: Mason Stevens

    India’s booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be the next China, India’s growth prospects remain attractive, driven by multiple tailwinds, and investors now have more points of access, Mason Stevens says.

    Lisa Uhlman | 24th May 2023 | More
    Platforms’ role expanding thanks to tech advances, falling costs and advice gap

    Greater efficiencies and technological advances have made platforms integral to investment outcomes, and they are increasingly helping advisers focus more on client relationships by leaving the nuts and bolts up to automated tools, according to a panel of industry leaders.

    Lisa Uhlman | 24th May 2023 | More
  • Investors warned against chasing the ‘commodity rainbow’

    While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison consultant Kevin Toohey warns against expecting a repeat performance.

    Tahn Sharpe | 17th Feb 2023 | More
    Negative-yielding debt and the limitations of benchmarking

    Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of negative-yielding bonds now yielding in the positive, owners of the debt face ugly marked-to-market losses – but counter-intuitively, there were investors willing to buy them.

    James Dunn | 15th Feb 2023 | More
    Bonds surge back to relevance after nightmare 2022

    Credit and equity markets both suffered a very bad 2022, as the collapse of negative correlation between stock and bond prices left no safe haven for investors. But 2023 could be a big year for bonds, and experts say investors waiting on the sidelines risk missing out.

    Lisa Uhlman | 13th Jan 2023 | More
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