bonds

As the end of the financial year approaches, it is a traditional time to take stock and see how one’s portfolio has performed. Please take a few minutes to watch our...

In some countries, including the UK, Canada, and New Zealand, central banks are now buying more bonds than the government is issuing. So we're actually seeing a...

This is a short video interview with Pinnacle's Gerald Willeston on: "Where to from here?" In this chat, I quickly recap where credit spreads have gone, and potential...

In the AFR this weekend, I write that many investors who exited assets in March, or who felt they profited from the catastrophic price falls in the first few weeks of...

Bond markets aren't buying into the optimism seen in equity markets in any way, shape or form. So while the S&P500 index gained 4.5% in May, bonds didn't move much at...

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...