fixed income

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.

We think the consensus view for 2024 will be wrong, as it was in 2023, and the equity market will rise strongly.

Learn where investment experts see opportunity and risk within eight asset classes in this exclusive eBook.

Liquidity can mean the difference between prospering and missing out when opportunities arise.

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why

Government Bonds are arguably now in better shape and more able to defend portfolios than they have been in years.

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan

The diversification dilemma...

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.