Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 64 results for "Bond Portfolio"

Financial services investment leaders celebrated

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... Opportunities Fund, and took out the top gong for Investment Manager of the Year. MLC won for its MLC Wholesale Horizon 1 Bond Portfolio, MLC MultiActive Balanced and MLC MultiActive Growth funds. MLC's Antares also won the Equity Income Strategy ...

Investment performance will not help smaller balances: Research

MATTHEW WAI  |  TUESDAY, 9 JUN 2026
Recent research from Monash University demonstrated retirees will require a balance above $400,000 to achieve sustainable retirement without investment-related constraints. The Comfort or Collapse: Why Balance Size and Design, Not Just Returns, Decide ...

FEATURE: Fixed income | Adjusting the lens

PENNY PRYOR  |  TUESDAY, 5 MAY 2026
... environments. "Future demand shocks are always a possibility, which is why we added inflation-protection to our bond portfolio earlier in the year," Sawtell-Rickson says. "No portfolio can be immune to all scenarios, but our approach is to be prepared ...

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... perpetual capital funds," the report said. "We expect that investors who shift from the traditional 60-40 stock-bond portfolio to a 40-30-30 stock-bond-alternatives, with a diversified mix of private equity, private credit, and real assets could increase ...

Betashares launches 'industry first' bond funds

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... adjust interest rate risk in their portfolios by either increasing or decreasing the duration of their existing bond portfolio. "Our new range of geared fixed income exposures can play a helpful role in allowing investors and asset allocators navigate ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... risks and returns across asset classes. According to the report, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10-15 years remains attractive at 7%. "While that is a dip of 20 basis points (bps) from 2022, it's still ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... digital advice offering into cash management, lending, and most recently, lower-risk investments with its Automated Bond Portfolio. "The company is well-positioned to capture the $35 trillion held by young professionals and will continue to address their ...

It's not 2008, but there's likely more pain ahead: Iggo

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
While it's not quite a repeat of the Global Financial Crisis, AXA IM's Chris Iggo has warned there may be more problems ahead as investors reconsider their holdings in banks and related assets. AXA IM's chief investment officer said the risk is also ...

BetaShares unveils interest rate hedged bond ETF

CHLOE WALKER  |  THURSDAY, 17 NOV 2022
... risk. Similarly, the hedging strategy contained in HCRD aims to reduce volatility and capital variability of the bond portfolio. HCRD retains full exposure to the credit component of the portfolio as a primary source of return. BetaShares chief executive ...

Hostplus links returns to active approach

ANDREW MCKEAN  |  THURSDAY, 14 JUL 2022
Hostplus has advocated for the employment of active management strategies to navigate difficult global markets. On the back of announcing it had delivered a positive 1.57% return for its members in its Balanced (MySuper) option for the financial year ...
PAGE:
1
PREVIOUS
NEXT