Why investors should fear 'fallen angels'
The biggest risk is the corporate bond market, warns DoubleLine bond manager Jeffrey Gundlach.
Watch out for seismic shift in economies in 2019
Here's why we're in the throes of a big transition from human labour to one of automation and artificial intelligence.
Former 'bond king' Bill Gross is struggling to retain clients
Bill Gross, once renowned as the world's "bond king", has seen assets in his investment fund drop below $US1 billion ($1.38 billion) following client withdrawals and a sustained period of poor performance.
Rising rates can be good for bond investors
It is one of the most common assumptions among investors – when interest rates start to climb then bond prices fall and hence you don't want to get caught holding bonds in a rising interest rate environment.
How to capitalise on market chaos
Recent market volatility highlights how cheap financial credit is relative to almost all other asset classes, despite a big deleveraging of banks, writes Christopher Joye.
Why global investors' eyes are on Germany
The key question is whether Angela Merkel's successor destabilises the stability offered by German bunds.
ScoMo on money with $3b move, but markets get APRA wrong
Global investors have got ahead of themselves, smashing subordinated bonds issued by Aussie banks and insurers. But their assumptions are incorrect.
Bonds 'back to a flattening curve' with eye on Fed
Yield curves snapped flatter after the US midterm elections delivered a divided Congress, potentially diminishing the odds of a fresh boost of fiscal stimulus.
Bonds amplify equities crash
Supposedly smart investors argue there is a long-term negative correlation between fixed-rate bonds and equities. That's a fable.
Hedge funds take record bet on higher US yields
Hedge funds' conviction that yields are heading higher has never been stronger.
Why you should worry about rising US numbers
Globally minded investors should pay less attention to Twitter and more to the symmetric manoeuverings in currency and government bond dominions.
The 'magic number' for markets
US 10-year treasury yields don't need to rise that much to prompt a wholesale switch from equities to bonds, fund managers say.
Hybrid market turns as S&P; flags upgrades
The sudden shift in the zeitgeist coincided with the June 8 listing of Macquarie's $1 billion new hybrid, which is the first deal in 2018 to perform.
Go global with bonds, if you don't want to miss out
Investing in multiple markets can add diversification and reduce market-specific risk factors.
Morrison's bond salesman warns of shifting debt demand
The head of the unit that sells Australian government bonds has warned the strong demand of recent years will be affected by shifting global yields and a potentially volatile dollar.
Italy's thwarted populists set to take revenge on European elites
The rejection of an anti-EU coalition government by Italy's president has given the populists a great platform to run against
Credit survivor warns the party is ending
Credit investors could find the golden rule of never being the last to leave a party instructive, says the bond fund manager Pilar Gomez-Bravo.
Templeton doubles down on Argentina
Funds controlled by Templeton, run by Michael Hasenstab, bought $US2.3 billion of bonds denominated in Argentine pesos.
Beware the bond yield danger zone
Top fund managers are questioning how far bond yields have to rise before triggering a major Wall Street sell-off as yields hit seven-year highs.
What the budget means for markets
Bonds are expected to be the marginal winners from the federal budget, which is unlikely to change the story for equities or the currency.
Attractive yields boost the appeal of bonds
Yield-starved wealthy investors are dipping into the nation's $1 trillion corporate bond markets with average returns 40 per cent higher than stocks.
It's time to put Europe back on your investment agenda
From an economic perspective, the eurozone could hardly be in better shape than it is today.
3 portfolio questions to keep you afloat
Questioning the composition of your share portfolio? Professional investor Elio D'Amato outlines how to do it.
Time to sell US equities and bonds?
A huge increase in hedging costs could lower US returns for Australian investors, writes Christopher Joye.
Rusal bonds slump as US sanctions bite
Rusal's dollar bonds slumped to record lows, two major customers said they were reviewing their contracts and the London Metal Exchange distanced itself from the aluminium giant.
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