Is your fixed income portfolio defensive enough?

Not all fixed income is made equal. Over the past five years, many investors have become complacent when evaluating their fixed interest exposures. Here we show...

Fixed income: Central bank insanity

All this meddling in markets by the authorities is becoming self-defeating. All we are left with is dysfunctioning markets and a slightly odd feeling.

Emerging Asia: Surviving China

Dividend payments today are almost entirely in cash whereas the only firms that raise capital or raise convertible bonds are the ones in which you don t want to...

Global economics: Asia-Pacific growth and Steven Bradbury

The Asia-Pacific growth story has taken a turn for the worse. But there is a silver lining to this cloud – the worsening of growth prospects for the Asia-Paci...

Australian Equities: How to identify the next wave of share mark...

It’s been a volatile year for Australian shares. Our Australian Equities team share their views on the themes that will matter for the share market in the com...

Income & Fixed Interest Newsletter – March 2016

March was a fitting end to a very 8211 very 8211 volatile quarter. In fact it was the first time since 1933 that the S amp P index has traded down 10 and then f...

Economics: Markets hang on a laundry list

Share markets continued to recover in March. This recovery shouldn’t have come as a complete surprise. As I have written earlier, the weakness of markets in t...

Investment fundamentals: Compound interest in a negative interes...

Now contemplate our current financial world of negative interest rates. How then does compound interest work today? It’s almost like a grin without a cat.

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