bonds

In my AFR column I reflect on Xi Jinping's masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...

Shareholders and bondholders have bought the Tesla growth story. However, my column in The Australian notes that Tesla's significant debt, negative free cashflow and...

Investors hunting for yield from listed companies today face unreliable yields, and falling capital values as rates creep higher, as well as new additional risks posed...

...Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to...

The domestic Residential Mortgage-Backed Securities (RMBS), and broader securitisation market has historically been restricted to institutional investors. However, the...

Most investors have polarised portfolios bifurcated between cash deposits and equities. Few appreciate that these two very different securities span a rich corporate...

Many investors focus on the materially lower volatility in returns exhibited by fixed income securities when considering the potential diversification benefits when...