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Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
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Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
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Categories
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defensive investing
Latest news and analysis on defensive investing
Fixed Income
April 20, 2023 07:30
Beyond term deposits - What does a modern fixed income portfolio look like?
With increased global financial market volatility, investors are asking what other low volatility assets can help anchor their portfolio
Josh Manning
Manning Asset Management
April 20, 2023 07:30
Fixed Income
March 07, 2023 08:15
How to value: Fixed Income
Considering a valuation model for fixed income total returns, helping investors better understand their defensive allocation.
Max Pacella
Rest Super
March 07, 2023 08:15
Asset Allocation
December 21, 2022 06:45
Downside protection: Why it matters for all markets
In an environment of heightened market uncertainty and volatility, investors need to consider the portfolio guardrails they have in place to help withstand market...
State Street Global Advisors
State Street Global Advisors
December 21, 2022 06:45
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Fund in Focus
November 16, 2022 15:11
The Fund designed to generate income (and alpha) in this new market
regime
While the past decade was marked by virtually non-existent inflation, falling interest rates and rising markets, the next decade is likely to be remarkably...
Livewire Exclusive
Livewire Markets
November 16, 2022 15:11
Fixed Income
September 27, 2022 08:30
Will the repo market break (your portfolio)?
Three years ago, an unassuming corner of the market was experiencing a multi-trillion-dollar crisis, now known as the 2019 Repo Market Crisis. The plumbing of our...
Max Pacella
Rest Super
September 27, 2022 08:30
Expert Insights
June 14, 2022 06:30
Forget traditional hedges, think
equities
Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...
Sara Allen
Livewire Markets
June 14, 2022 06:30
Equities
June 03, 2022 09:47
Price and Value are two different things – just ask Canva investors
With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between...
Roger Montgomery
Montgomery Investment Management
June 03, 2022 09:47
Equities
February 01, 2022 10:40
The upcoming earnings season – like drinking from a fire hose
Despite the best attempts of forecasters, it's impossible to accurately predict how the market will respond to a company’s earnings. However, Spatium Capital's...
Nicholas Quinn
Spatium Capital
February 01, 2022 10:40
Investment Theme
December 08, 2021 12:30
What you need to know about investing defensively for the times
In a world of short attention spans and instant gratification, few people have been shocked by the speed of the recovery since the March 2020 dislocations. The...
Paul Chin
Jamieson Coote Bonds
December 08, 2021 12:30
Fixed Income
December 07, 2021 11:44
Lending for commercial real estate provides welcome alternative to bond markets
Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital...
QRI
Qualitas Real Estate Income Fund
ASX:QRI
Followed by
42
people
QRI
Qualitas Real Estate Income Fund
ASX:QRI
Followed by
42
people
Andrew Schwartz
Qualitas
December 07, 2021 11:44
Commodities
November 24, 2021 11:03
Gold-ilocks zone
Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...
Arian Neiron
VanEck
November 24, 2021 11:03
Equities
November 09, 2021 08:00
Why froth can't burn your tongue
The origin of the term "frothy" - in an investment context - is disputed, but many attribute it to Alan Greenspan. The former Chairman of the US Federal Reserve is...
Nicholas Quinn
Spatium Capital
November 09, 2021 08:00
Expert Insights
October 25, 2021 09:24
Want to buy an airport? Here’s
how…
Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...
Livewire Exclusive
Livewire Markets
October 25, 2021 09:24
Asset Allocation
October 15, 2021 12:15
Value catches a (correlation) break
Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large number of dislocations appearing in global financial markets. ...
Alastair MacLeod
Wheelhouse Partners
October 15, 2021 12:15
Asset Allocation
March 30, 2021 09:00
The return outlook just got a lot better for this defensive asset
Bonds have long been held up as the epitome of defensive asset allocation. For years, government bonds have been the go-to for the investor wanting to make solid...
Mia Kwok
Livewire Markets
March 30, 2021 09:00
Asset Allocation
September 02, 2020 13:30
How should investors allocate to government bonds today?
The increase in borrowing by governments around the world because of COVID-19 will push budget deficits to well above peak levels during the financial crisis and into...
Vishal Teckchandani
Livewire
September 02, 2020 13:30
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