bonds

Today I bust a bunch of big myths relevant to the current price action: specifically, I show why bonds are, contrary to popular belief, a terrible equities hedge (the...

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...

Stuart Dear, Deputy Head of Fixed Income at Schroders Australia, believes that value in bonds has improved in both absolute and relative terms. The yields on offer in...

Over the past decade, the value of the investment grade (IG) corporate bond market has nearly doubled, from USD4.8 trillion in June 2008 to USD9.3 trillion today....

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...

In the rough and tumble of investment markets its very easy to get distracted: by talk of the next best thing that will make you rich, by the ever-present predictions...

In the AFR today I argue that we are not "late-cycle" as so many commonly claim, but rather mid-cycle, which has profound ramifications for how one should optimally...

The recent uptick in global market volatility has been driven by fears about price pressures and inflation. My colleague, investment director Andy Budden, answers...