- Fixed Income
Credit Bonds in a Volatile and Inflationary World
15 Oct 2021 |
By Jesse Imer
READ TIME 6 mins
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Fixed Income
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Yesterday, we held our quarterly Mason Stevens Credit Fund webinar, where the main topics of conversation were regarding inflation expectations, rising bond yields and a steeper yield curve, and how to actively manage fixed income exposure to benefit from a...
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- Fixed Income
Do Government Bonds Still Have a Role in Investor Portfolios?
21 Sep 2021 |
By Mike Young
READ TIME 7 mins
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As interest rates have continued to move lower over recent years, a product of a two-decade long period of disinflation and the COVID-19 pandemic, the question has been continually asked – do government bonds still have a place in portfolios?...
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- Fixed Income
Finding Income in a Low Interest Environment
22 Jul 2021 |
By Jesse Imer
READ TIME 9 mins
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Jesse Imer, Fixed Income Strategist, breaks down the myth that yield cannot be found within Fixed Income within the current low interest rate environment, and why investors may be overlooking the benefit of pairing of investment-grade credit bonds, with active...
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Credit spreads represent the difference in yield between the relevant benchmark (usually government bonds) and the yield of another non-government debt security of the same maturity. As interest rates have gone to record lows, investors have begun to allocate more...
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- Fixed Income
Taking Advantage of “Lower for Longer”
05 Jul 2021 |
By Jesse Imer
READ TIME 5 mins
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It’s never a bad time to have a conversation about lowering the debt servicing costs of an entity, whether it’s a household, a business or our Federal government. At the Federal level, gross government debt has grown over 200 billion...
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- Fixed Income
Risk-Off Series: Get Long (Duration)
25 Jun 2021 |
By Max Pacella
READ TIME 5 mins
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What may be evident at this point in our Risk-Off series is that for each opportunity we have to make a risk management decision, there is often a corresponding opportunity to make gains within our portfolios. Touching on risk management...
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For close to seventy years, government issued fixed-rate bonds have provided satisfactory levels of income at relatively low levels of risk. As interest rates have declined over this period, the income became less and less, an the diversification benefits less...
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Last week’s Federal Budget projected that Australia would run budget deficits for the next ten years, until 2031/32 fiscal year. With this, the government has changed their rhetoric of balanced budgets and fiscal conservatism, to higher portion of spending and...
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- Fixed Income
Inflation Series | Inflation Linked Bonds
28 Apr 2021 |
By Jesse Imer
READ TIME 4 mins
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Inflation-linked bonds are a specific way to hedge against both expected and unexpected inflation increases in the future, as their capital value and coupon payments are explicitly linked to the Consumer Price Index. As inflation expectations have surged in the...
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