bonds

Income from all asset classes has been declining for over a decade, and accelerated this year since COVID took hold. From cash to fixed income, property to dividend...

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...

Had the Australian population agreed with the mainstream press that the FY21 edition of the Commonwealth Budget was the “most anticipated” in years, then they would...

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...

ASX listed debt trusts are trading at material discounts to the value of their underlying assets, which presents potential opportunities for investors to derive...

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...

As a manager of high grade bonds, we are quite amused to see so many comments of late regarding bonds and yields, making it difficult for investors to distinguish...

They say justice is slow as well as blind: ‘Justice limps along but gets there in the end’ - Gabriel Garcia Marquez. Trends in financial markets can be like that,...

I’m often asked why I'm fixated on bonds rather than following the herd with shares and cash. I blame this fixation on my age and sentiment. I am also a control...

When COVID-19 hit Australia in March, credit spreads across the whole investment grade bond market responded by migrating wider and prices headed lower. We saw this as...