Funds urged to change bond benchmark

“I’m not sure exactly where the demand will come from for inflation-linked securities,” he said.

However the head of PIMCO Australia, John Wilson, predicted there would “always be a buyer” for Treasury-issued linkers as investors adopted a more risk-averse mindset.  

 

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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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