Fixed Income

Shifting strategies in fixed income investing: The case for floating-rate assets

For fixed income investors, predicting the interest rate cycle and bond prices can be akin to catching a falling knife, with potentially costly consequences....

Over $700m Aussie flows withdrawn from equity funds

According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...

Cash weightings begin to fall after RBA pause

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....

‘Higher for longer’ prompts flight to fixed income by advisers

The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....

Bonds are back as managers hold biggest overweight since GFC

Global fund managers have made their biggest shift into bonds since the global financial crisis as interest rates are expected to stay higher for longer....