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17 May 2025
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Duration is back. After years in the doghouse, shifting markets and higher yields are restoring its role as a reliable diversifier and income source - offering defensive strength in today’s uncertain environment.
It isn't too late for investors to own bonds and take advantage of this early stage of the rate-cutting cycle. What's more, bonds are regaining their ability to be a genuine diversifier within portfolios.
It’s likely we’re at or near the end of the rate hiking cycle, which has historically been associated with a peak in yields. This is good news for bonds, which have typically performed strongly in the years following the peak.
High bond-equity correlation suggests increased overall portfolio risk, making greater fixed income allocations crucial for managing volatility. While bonds no longer diversify portfolios as much, elevated yields make them attractive.
Supposedly a defensive asset class, bonds have endured a horror four years. A massive boom preceded a massive bust, though the recent downdraft means future prospects appear brighter for high quality bonds.
After more than a decade of pitiful yields, bonds are back offering better prospects for income investors. What are the best ways to take advantage of the market inefficiencies in Australian fixed income?
APRA is reviewing hybrid capital bonds issued by banks. This is hardly surprising since the demise of Credit Suisse showed they don't work for the purpose that they are designed, and their continued use must be questioned.
Bonds have had a miserable time of it for the past three years. Yet with central banks almost done with interest rate hikes and inflation set to fall towards central bank targets, bonds look primed for a bounce back.
As investors navigate a potential recession and the possibility of higher interest rates for longer, the lure of fixed income is understandable. Here a primer to help investors decide which bonds may be best for them.
It's carnage in bond markets now with bonds potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a decades-long bond bear market?
While private investments remain a potential source for differentiated equitylike return streams, their structure merits caution for retail investors. These investments can easily turn south without access to high quality teams.
After two solid years of post pandemic dividend growth, strong momentum has continued this year, providing great news for retirees. And the outlook for dividends remains bright, despite a challenging macroeconomic backdrop.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?