bonds

Financial planning

Australian Ethical invests in Social Benefit Bond

Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...

Editorial

With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...

Funds management

Private equity profits from market concerns

Private equity funding to become more popular as equity and bond market concerns force investors to look elsewhere....

Funds management

“Traditional” bond moves costing investors

Conventional investment choices and the failure to distinguish between bonds could be costing investors significant returns, a boutique fixed interest asset manager says....

Editorial

The ABC of alpha and beta returns

Too much money chasing too much risk for too little ultimate return? Or a reasonable response to an unprecedented situation? Olivia Albrecht, Michael Story and John Valtw...

Editorial

Taking the foot off the gas

In May, the Federal Reserve signalled its intent to taper unconventional policy easing. Andrew Dowie explores the reasons behind this decision and outlines what it means ...

Funds management

Home bias could hurt bond investors

Domestic bond investors missing out on returns due to “benchmark-imposed limitations and risks”...

Superannuation

AllianceBernstein issues fixed income warning

Australian fixed income investors are facing mark-to-market losses because of continuing uncertainty in global bond markets, according to asset manager Alliance Bernstein...

Editorial

The conundrum of lower returns and greater risk

The conundrum of low returns sets up a desire to take on greater risks. Taking responsibility and lowering risk during times of poor expected returns makes sense, accordi...

Funds management

Long-term investors rewarded

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

Financial planning

Investing in Japan - the good, the bad and the ugly

Japan has embarked upon a bold new experiment to boost its moribund economy using monetary, fiscal and structural measures – the “three arrows” – and investors too will n...

Editorial

Is the next recession we had to have looming?

Have the long golden years of uninterrupted economic growth, continued credit expansion and expanding government spending lulled us into thinking we are immune from reces...

Editorial

Asset allocation – making choices that add up

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...

Superannuation

AMP Capital launches new SMSF education website

AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....