Arrears rising, should credit investors be concerned?

The proliferation of fixed income and credit options within Australia over the last 2-3 years has been immense. With higher cash rates and volatility of other asset classes, this has been a [...]

February 2024 – Market Commentary

The Fund delivered +0.70% in February, 9.51% over 12 months and 6.84% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. The Fund carried a [...]

January 2024 – Market Commentary

As we move through Q1 of 2024, many of our clients are eager to understand our views on what this year may hold for the Fund and how we are positioning the portfolio. Foundationally, one needs to [...]

4 potholes fixed income investors need to avoid

Successful investing is as much about avoiding losers as picking winners, which means dodging the following pitfalls is a good start. The secret to successful investing in the fixed income and [...]

December 2023 – Market Commentary

The Fund delivered +0.80% in December, 9.43% over 12 months and 6.79% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. There are several [...]

November 2023 – Market Commentary

The Fund delivered +0.72% in November, 9.35% over 12 months and 6.75% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. In December 2022, [...]

Why ‘wait and see’ is the worst investment strategy ever

We’re all prone to pulling the plug on our portfolios from time to time, but it’s probably not the most productive approach. – Written by Chris Conway | Livewire Markets   [...]

October 2023 – Market Commentary

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   We are [...]

Why it’s now more important than ever to diversify

Is diversification really the only free lunch in investing? While diversification is often termed ‘the only free lunch in investing’ I am not necessarily a believer. Diversification for [...]

The role of macroeconomic analysis in building a through-the-cycle portfolio

Join CIO Adrian Bentley and Head of Investment Solutions Juliet Shirbin, as they discuss the role of macroeconomic analysis in managing a through-the-cycle portfolio. The Manning Monthly Income [...]

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