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The bond market’s new pessimism

28 August 2018 • By Stephen Miller • 1 min read

The bond market’s new pessimism

There is something of a ‘new pessimism’ emerging in bond markets, which creates significant headwinds for equity markets, writes GSFM’s Stephen ...

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The bond market’s new pessimism

Mind the pitfalls of catastrophe bonds

Returns on insurance-linked instruments such as catastrophe bonds have risen in recent months, making them an increasingly attractive asset class, wri...

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The bond market’s new pessimism

Who will follow Sir Ron Brierley down the Yellow Brick Road?

OPINION For those of you raising an eyebrow at the recent bid for Yellow Brick Road, remember this: seasoned value investors like Sir Ron Brierley kno...

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The bond market’s new pessimism

Toothless tiger APRA not ready for BEAR

Anyone expecting a rock-solid regulator to keep the superannuation industry in line would have been appalled by APRA’s performance at the royal comm...

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The bond market’s new pessimism

Profiting from fear and uncertainty

There is plenty of apprehension in global markets now, as the raging bull narrative has turned back to one of an 'aging and fading' bull, write T.Rowe...

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The bond market’s new pessimism

Asset quality matters in fixed income

Chasing higher returns with disregard for risk management and liquidity can inject additional risk, writes Jamieson Coote Bonds’ Charlie Jamieson. ...

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The bond market’s new pessimism

A-REITs set to maintain outperformance

The June quarter was a strong period for the A-REIT sector, writes Phoenix Portfolios' Stuart Cartledge – and conditions look ripe for their perform...

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The bond market’s new pessimism

This royal commission is at odds with the times

Regulation, examination and reflection have always been agents of change, writes Calastone’s Sarah Hayward – and right now, that agent is the roya...

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The bond market’s new pessimism

ETFs could be the ticket to portfolio diversification

One of the major advantages of an exchange traded fund is the ability for investors to gain instant diversified exposure, writes State Street Global A...

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The bond market’s new pessimism

The expanding emerging market universe

While trade wars, or no trade wars, will have varying impacts, a move by the MSCI to include some new markets in its emerging markets index will incre...

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