After fears of rising interest rates and bond market volatility rocked global markets last year, the consensus is now swinging back to the low economic growth / low interest rates narrative.
Recently in the AFR, Tamar Hamlyn discusses how the past weeks and months have seen financial markets approaching the year-end period with decidedly less lustre than investors might like.
Even if you have no exposure to fixed income, interest rates still matter … a lot.
The carrot that alternative investment strategies often dangle in front of investors is the prospect of uncorrelated returns.
Conventional portfolio construction assumes that governments bonds will diversify equity risk. The theory is that when equities fall, bond yields decline, resulting in capital gains on bonds that help offset equity losses. The problem is that it’s not working that way in practice.
Ardea IM discuss some key considerations for retiree portfolios and why actively managed fixed income is a compelling alternative that can complement traditional retirement income sources.
In this Livewire Exclusive video, Gopi Karunakaran urges investors to question just how defensive their portfolios really are.
We discuss which chart we are watching closely and what it means to us and investors.
What does the yield on a 3 month US T Bill have to do with the price of a holiday in Argentina? Plenty, if you follow the chain of events that have driven capital flows since the 2008 financial crisis.
Watch this Livewire video to learn more about the Real Outcome Fund and the team’s investment process.
