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.
It is widely assumed that government bonds are inherently ‘safe’ investments but this assumption is no longer so reliable.
How can a negative yield bond deliver a positive return, or a positive yield bond deliver a loss?
This article outlines why a relative value approach is a compelling alternative to traditional fixed income investing.
Liquidity, like the plumbing in your house, gets little attention until something goes wrong.
To properly assess performance the underlying drivers of return must be understood, including the types of risk to which a portfolio is exposed.
In this podcast Portfolio Manager, Gopi Karunakaran, speaks to Alan Kohler about the Ardea Real Outcome Fund and how it operates.
In this nabtrade podcast, Gopi Karunakaran discusses alternative types of fixed income and the key risks investors should be considering.
Some central banks are pushing monetary policy into the upside down world of negative interest rates, but rather than success they are creating bizarre side effects.