bonds

The recent risk market rally reflects hope for a sharp recovery as economies slowly reopen. However, bond markets are once again diverging from equities and predicting...

In the AFR today I write that for those willing to fade the extreme moves in financial markets during March, April offered up an immensely profitable case of so-called...

One of our most frequent investor questions is around our government bond holdings and the unique risks that low-interest rates present.Government (as opposed to...

I was surprised to hear the suggestion that the blow-up of Virgin Australia's ASX listed 5 year corporate bonds (or floating-rate notes) was somehow a disaster for the...

The bond market has a reputation for seeing what is coming before other asset markets begin to adjust. While equity markets embarked upon a feverish rally in January...

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a...

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...

With interest rates at all-time lows, and set to remain there for “…years, perhaps decades…” according to Reserve Bank of Australia (RBA) Governor Philip Lowe, it is...

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt.In today's webinar, hear from Nucleus Wealth's Head of Investment Damien...

Investors are used to thinking of equities and corporate bonds separately. However, in reality, they are two sides of the same coin and actions which favour one can...

One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It was paid to...

It is really encouraging seeing the Government announce a review of the corporate bond market, led by Jason Falinski, who I am pretty confident can quickly come to...

Imagine investing your savings into financial securities that are guaranteed to lose you money. Sound strange? You don’t have to spread your imagination too thinly...

Convertibles are a unique asset class often overlooked by debt and equity investors. They offer the best of both worlds in that they share the ideal features of the...

Getting the proportions right when preparing a recipe is more important than the precise provenance of the ingredients. And it’s just the same with portfolio...

How should investors be allocating in the current environment? What are the keys to building a diversified portfolio that delivers attractive returns, but remains...

Today’s investor, faced with minimal fixed income returns, late-stage equity valuations, and the prospect of growing market volatility, may have somewhere to turn:...

Has it really been 20 years since Y2K fears gripped global markets? To combat the turn of the century and fears around potential technology issues (as computers...

Just five years ago, the level of negative yielding global debt was zero. At that time, at least 40% of the bond market offered investors more than 5% yield. Today,...

Do you remember in 2018 when everyone was selling everything, and the so-called smart money was convinced the US and global economies were heading into recession? It...