The consensus is sure that inflation will remain lower for longer. Most remain sceptical that central banks will succeed in their mission to push it higher.
Dr Laura Ryan discusses defensive fixed income solutions at the Bell Potter VOICES Conference 2020.
Far fewer women than men are promoted in the finance industry unless they first ask for seniority, a sign of institutional gender bias, according to a new study by Ardea Investment Management & Australian National University in conjunction with industry experts.
In November, the RBA took monetary policy to new extremes by cutting the cash rate to near zero and embarking on a massive new Quantitative Easing program.
In this Netwealth Podcast, Dr Laura Ryan discusses whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.
Ultra-low yields fundamentally change the risk vs. reward proposition of government bonds.
Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not.
The perception and the reality of portfolio diversification can turn out very different in adverse market environments.
It is widely assumed that government bonds are inherently ‘safe’ investments but this assumption is no longer so reliable.
Liquidity often gets little attention until something goes wrong … and in March 2020 things certainly went wrong.