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The seismic shifts afoot in fixed income markets

FIXED INTERESTMANAGED FUNDETF

Sun 27 Oct 2024
The seismic shifts afoot in fixed income markets
More than a few fund managers have highlighted that fixed income investing these days is a world away from what it used to be. They’d be right. The very structure of global fixed income markets has changed since the Global Financial Crisis. As with all structural shifts, it pays to revisit the here and now on occasion to ensure your current strategy is fit for purpose. The reality is the strategies necessary to generate alpha in fixed income markets are different from the past.
Private Credit in the Spotlight: A Strategic Opportunity for Investors

FIXED INTERESTINVESTOR EDUCATION

Thu 17 Oct 2024
Private Credit in the Spotlight: A Strategic Opportunity for Investors
In recent years, private credit investment has emerged as a frontrunner in the investment landscape. Private credit has topped the private markets globally in terms of both funds under management (FUM) growth and overall performance, capturing the attention of investors seeking stability in uncertain times. Private credit funds generate returns by acting as non-bank lenders, providing financing to businesses, and passing on the interest income from loans to investors.
What GEMI Capital’s challenges can teach us about selecting mortgage funds

FIXED INTERESTMANAGED FUNDASSET ALLOCATION

Wed 5 June 2024
What GEMI Capital’s challenges can teach us about selecting mortgage funds
The mortgage fund asset class has grown and matured in recent years. For good reason. Mortgage funds often offer investors attractive risk-adjusted returns by virtue of their superior yields. But as with all asset classes, not all mortgage funds are created equal. The recent challenges experienced by GEMI Capital’s investors provide a timely reminder of what can go wrong in this asset class.
The bond bear may not be ready to hibernate

FIXED INTERESTMACROINVESTOR EDUCATION

Tue 21 May 2024
The bond bear may not be ready to hibernate
We’re entering unchartered territory with the current global bond bear market both in terms of duration and magnitude. For an asset class which had previously been incorporated into the vast majority of portfolios primarily for its defensive attributes, this bear market has raised serious questions about how investors should view bonds looking forward.
Gold vs Bonds - the aftermath of a trouncing

FIXED INTERESTCOMMODITIESASSET ALLOCATION

Wed 17 Apr 2024
Gold vs Bonds - the aftermath of a trouncing
Financial markets thrive on long term correlations holding for the simple reason it provides high-probability context for investors to make investment decisions. So when a long term correlation breaks down that most investors thought made financial and intuitive sense, it’s generally worth delving deeper.
What’s behind the recent rush into corporate bonds?

FIXED INTERESTASSET ALLOCATIONINVESTOR EDUCATION

Tue 26 Mar 2024
What’s behind the recent rush into corporate bonds?
Corporate bonds are once again popular with Australian and global investors alike. With markets expecting the RBA and the Fed to start cutting rates in the coming months, investors have been increasing their corporate bond exposure to lock in the highest yields available in recent years. We investigate whether or not this is a wise strategy below.
Positioning, positioning, positioning: the key to 2024 outperformance

INVESTOR EDUCATIONASSET ALLOCATIONFIXED INTEREST

Wed 10 Jan 2024
Positioning, positioning, positioning: the key to 2024 outperformance
As a new year kicks off, investors face an investment landscape which doesn’t resemble many past periods. After the fastest interest rate rising cycle in history, the impacts of higher interest rates are still filtering through whilst two wars continue to rage, US Government debt levels reach unprecedented levels, and global growth is expected to run at well below trend.
Is your fund manager worth their fees?

INVESTOR EDUCATIONMANAGED FUNDFIXED INTEREST

Wed 13 Dec 2023
Is your fund manager worth their fees?
After the rapid rise in the number of ETFs on offer, investors are faced with more choice than ever when it comes to selecting funds. And with typical managed fund fees running at many multiples of typical ETF fees, investors are increasingly asking the question… is it worth paying the higher fees for an actively managed fund?
Why the big switch from equities to bonds hasn’t happened yet

SHARESFIXED INTERESTASSET ALLOCATION

Wed 6 Sept 2023
Why the big switch from equities to bonds hasn’t happened yet
Most market experts believe equities are expensive right now while bonds are cheap. Despite this fundamental backdrop, the much talked about switch from equities to bonds hasn’t happened yet. During market extremities like this, it’s worth asking why fundamentals are being so ignored in favour of momentum.
Is it time to revisit fixed income?

FIXED INTERESTASSET ALLOCATIONINVESTOR EDUCATION

Thu 27 July 2023
Is it time to revisit fixed income?
Choosing what to invest in can be as difficult as maintaining a good diet. We all know we should eat healthily, yet how exciting would life be if we were always munching down on a quinoa and kale salad, leaving no room for an expensive steak, or a bag of your favourite lollies? Likewise, reliable, lower-risk bonds generally won't keep you up at night with wild price swings, yet do they offer the necessary returns available in riskier and perhaps more exciting asset classes?
Private Credit Fund Unit Pricing – Overvalued?

EXPERT PERSPECTIVESFIXED INTERESTPRIVATE ASSETS

Fri 14 Apr 2023
Private Credit Fund Unit Pricing – Overvalued?
Among the attractions of an investment in an unlisted private credit fund is avoiding the volatility associated with the public markets. There is a downside to not marking-to-market, as it risks a fund holding assets at a Book Value well in excess of Fair Value.
Private credit fund Management Fees – more than meets the eye

EXPERT PERSPECTIVESFIXED INTERESTPRIVATE ASSETS

Fri 27 Jan 2023
Private credit fund Management Fees – more than meets the eye
Wholesale private credit products offer investors access to unique and attractive investment opportunities not usually available to the retail investor market. Because wholesale products don’t provide investors with the same consumer protection as retail funds, it’s important to review the offer document in full and seek advice if required.

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