bonds

Latest news and analysis on bonds

Expert Insights

Joye: Equities set for a "terrible" decade

In the age old battle of bonds versus equities, Coolabah's Christopher Joye comes out swinging.
Chris Conway
Livewire Markets
Asset Allocation

Where this US$1 trillion manager is allocating funds over the next decade

A new paper from Northern Trust gives food for thought about the world in general and asset classes in particular.
Kym Sheehan
Livewire Markets
Equities

Investors should be excited, not fearful

'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Greg Canavan
Fat Tail Investment Research
Macro

Major stock indexes breaking down

Only 40 stocks in the ASX 200 ended in the green last month. Markets are blaming rising bond yields. So where do things stand?
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Do we need a hybrid revolution?

Listen to our latest episode of the Complexity Premia podcast on whether we need a hybrid revolution and much, much more...
Christopher Joye
Coolabah Capital
Macro

How to position portfolios as the Fed presses pause

The Fed is approaching the end of its rate hike cycle. Cuts are more likely than not next year. This is a backdrop that favours bonds.
Isaac Poole
Ascalon Capital
Meet The Investor

Meet Jesse: He's ditched Bitcoin for bonds

And is now focused on generating passive income through a variety of investments.
+6
Ally Selby
Livewire Markets
Macro

Could Japan become the surprise growth story over the coming decade?

Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
James Cooper
Fat Tail Investment Research
Funds
Sponsored

Attractive and consistent income with the JP Morgan Income Fund and JPMorgan Income ETF

The JPMorgan Income Fund and its sister ETF, JPMorgan Income ETF (Cboe: JPIE) leverage a team of 300+ investment professionals to generate high-conviction income...
Livewire Exclusive
Livewire Markets
Fixed Income
Sponsored

Finding high yields and high-grade ideas in a world hungry for income opportunities

The best way to find income in a high-yielding world is to have little limitations.
Hans Lee
Livewire Markets
Macro

Commercial Property in Crisis, Default Cycle Ramps Up & Non-Banks Under Pump

Listen to my latest podcast interview on the cracks busting open commercial real estate and risky lenders
Christopher Joye
Coolabah Capital
Equities

Is the “Goldilocks” scenario about to be mauled by the 3 economic bears?

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home
+1
Mark Gardner
MPC Markets
Asset Allocation

How you can build portfolio resilience through options and bonds

The economic expansion is long in the tooth. Equity valuations are stretched. Downside risks are growing. It is time to build resilience.
Isaac Poole
Ascalon Capital
Fixed Income

A guide to maximising fixed income returns

Beneath the yield fixed income investors recieve, there are often overlooked avenues of transaction income many investors are missing out on
Josh Manning
Manning Asset Management
Education

The beginner's guide to bonds: What are they and why do they matter?

This is the first of a three-part series that takes a deep dive into the world of fixed income - and why you should care.
Hans Lee
Livewire Markets
Macro

Equity yields look poor compared to high-grade credit yields

DB argue that credit as an asset class has not looked this good vs equity in a long time.
Christopher Joye
Coolabah Capital
Fixed Income

4 reasons why investors are buying more fixed income

There is widespread demand for this asset class and the underlying reasons for such demand vary
Josh Manning
Manning Asset Management
Macro

Are risk premia high enough?

Equity and property risk premia look far too low right now...
Christopher Joye
Coolabah Capital
Education
Sponsored

One of Australia’s best performing long duration strategies

As government bond yields have leapt off their near-zero per cent lower bounds, and cash rates approach their terminal levels, which could precipitate recessions,...
Livewire Exclusive
Livewire Markets
Fixed Income

Bank bond issuance could slow sharply

Markets do not appear to be pricing in the risk of a substantial slow-down in bank bond issuance
Christopher Joye
Coolabah Capital
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