The changing role of duration in an ultra-low yield world
Ultra-low yields fundamentally change the risk vs. reward proposition of government bonds.
Record inflows to bonds despite record low yields
Despite bond yields in many markets getting vanishingly low, inflows to bond funds globally have actually accelerated this year.
Opportunities in Australian money markets
Distortions in short-term money markets are giving rise to attractive, low-risk investment opportunities for fixed income managers.
Macroprudential measures announced in Australia
APRA yesterday announced a series of new measures aimed at reinforcing sound lending practices by financial institutions in Australia.
Preparing for volatility: protection strategies for fixed income portfolios
Over the first half of 2014 financial markets experienced a significant decline in bond yields, with a correspondingly strong period of performance.
Rising inflation and a neutral RBA: what does it mean for fixed income portfolios?
Following recent upside surprises in inflation, and the move to a neutral stance by the Reserve Bank of Australia (RBA), we highlight the likely implications for returns on nominal and inflation protected fixed income portfolios.