Pages Contact Fact Sheets Frequently Asked Questions (FAQs) Fund Downloads Fund Reviews Home How to Invest Insights & Outlook Key Facts News & Media Our Approach Our Team Performance and Distributions Privacy Policy Sectors and Holdings Social Responsibility Spectrum Strategic Income Fund Terms of Use The Spectrum Difference Trader’s Blog VidSights Why invest with Spectrum? Team Christine Windeyer Lindsay Skardoon Darren Raward Mark Jamieson Christina Chan Jarrod Brown Insights Property painkillers Australian property - harsh comparisons from history Australian corporate bond market - February 2019 Never a better time to boost bank capital. Bank greed and latent risks. Turning tide to reveal more credit uglies. China - no hard landing - yet. Our double Minsky risk. Trying to win the relatively ugly contest. Can the interest-only bomb be defused? History will not be kind to them. Bank bonds to weather disruption danger. Average focus, below average outcome. Picking up pennies in front of a steamroller. The capital adequacy fallacy. Skid alert! Why Australians are warming to bonds. Australian banks – flaunting history? The Best Bond? The problem with “bubbles”. The worst of both worlds. Rising bond yields – some losers, some winners and a place to hide. Bank profits – Goldilocks. Deposits – not what they used to be. What a waste of debt. AAA lost – no worries today, concerns tomorrow. Brexit – keep calm and carry on in A$ corporate bonds. The yield hunt just got harder. Not another China bust story. All in equities – is it worth the risk? Rising defaults – should bond investors worry? Banks, banks and more banks. Commodity crunched? Try A$ corporate bonds. 2016 A$ corporate bond outlook. No corporate bonds? Time to reconsider. Credit keeps its cool. Buying Australian, getting American. Spreading your risk – the rules have changed. Time to float? Corporate bonds – the new frontier for retail investors. Yield jumps, price slumps. Australian credit - turning Japanese? Traders All In The Mind. It's Been A While. A Wild Ride Perhaps? The Great Unwind. Don’t Fear The Reaper. What Could Possibly Go Wrong? In Vogue. Jump! Might As Well Jump. Promises Promises. Godot Again. Flight Of The Doves. Signals Awry. Serve Returned. Bad Medicine. The Garden of Good and Bad. Sign, Sign, Everywhere A Sign. Waiting For A Sign. It's Good News Week. Looking For? High And Higher. Seen It All Before. The Merry-Go-Round. Something In The Air. What A Difference. He's done it again. On your mark. High, high, higher. It's what said. What's said. Reality bites. Start the engines. The sugar hit. In his head. Summer days. Topsy turvy world. Mighty words. It's confirmed. Oh, what a lovely (trade) war. The Jitter Bug. Reality bites. Now for a holiday. Retreat, retreat. Chips are up. Sell In May, should’ve stayed away. The Merry-Go-Round. The Reflex. Round and round. Bad medicine is what I got. Surprise. Waiting for yoouu Mr Trump. The Godot Moment. Just another Manic Tuesday. Oh, what a day. Buckle up. Slip sliding away. Whipsawing away. What could go wrong? Normality? Mixed message. Broken records. Times are a changing. All about earnings. Strange day. The Trump Factor. Bumbling along. To invert or not to invert. Hamster on a wheel. Taking a breather. Low to go. Something he said. Down, down get them rates down. Who would have thought? Steady as she goes. Chuff away. Bye bye American dream. Only good news today. How many times? You better you better you bet. Peculiar times ahead. Let's party. The Powell Call. Flashing again. Brexit A Go-Go. Reasons to be cheerful. Part 3. Reasons to be cheerful? All I want for Christmas. Shape shifters. Shaken not stirred. Ahh, relief. Tales Grim. The Thanksgiving put. Can you hear the drums? Lemon crumble anyone? Future shock. All in a day. Catalyst for change. Lines are drawn. Lame duck. Bargains galore. Where to hide? Memories. Bittersweet symphony. October Run-Out Sale. Sign says. It was just a dream. The Omen. Flatter the curve. Buyers beware. What's next? Spaghetti market. Sort of a day. Stock surge. The Pressure Cooker. Self-doubt? Nowhere to be seen. Oh snap. Nightmare on Bond Street. Run Away, Run Away. The risk train. Green light day. Just where are we now? Enter the man! Slip slidin' away. Whoaa.. What Now? Feel the love. What tariff? Tariff time. Possible storms today. Stormy weather? Ohh, what a day. Quiet today? Hoorah, up today! Unhinged. Another Day Another Dollar. To Curve Or Not To Curve? Oh What a Day. Which Fork to Take? All About Jackson. The Mood is Darkening. The Ebb and Flow of Markets. Trump’s Hole. What We Learnt. What a Difference a Day Makes. Dog Days of Summer. Strange Days Ahead. Turkey Does It. Let’s Be Sober. It's a Merry-Go-Round. Tariffs Again. Back to the Future. Who's Afraid Now? It's Just a Number. Let's Talk About Trade. Tired Market? Perhaps. Cheering Growth. Bumbling Stumbling Market. All Hail Trump. Aid for All. Trumpeting Again. Let's Party 'Til 2024! With Friends Like These ... Someone lost the Dummy! We all need a holiday. All quiet. Twist and turn. Just white noise. FAANGS Fanged! One step back. Trump Trump’s Himself! SURF'S UP! ChChChanges Trump Trumps Trump TRIUMPH TRUMPS THE DAY. ONE PERFECT DAY! THE SHOCK ABSORBER. PARDON ME! WHISPERS AWAY. TRUMPS AWAY! JUST WHEN YOU THOUGHT ... THE GOOD THE BAD AND THE UGLY. ENDURING OR ENDURANCE. JUST ANOTHER DAY. MUCH ADO ABOUT? IT'S OFF AGAIN! CONFIDENCE IN SPADES. WHAT TO MAKE OF THIS? ART OF THE DEAL. STRANGER THAN FICTION. MUCH ADO ABOUT NOTHING. IT'S 2007 AGAIN! SAVED BY RISK. NOT ANOTHER REPLAY. THE DEFINITION OF INSANITY. WHAT'S OLD IS NEW AGAIN. WHAT TO SAY? IN SYNCH. BULLS ARE RUNNING. BULLS RAMPANT. TRUMPS AGAIN. WHAT FLAVOUR PLEASE? SOMETHING STRANGE HAPPENED. THE MONSTER IN YOUR MIND. JUST MAYBE. WHAT TRADE WAR? HE DID IT AGAAIIIN! THE PLOT THICKENS. HERE WE GO AGAIN. THE CIRCLE OF MARKETS. WHAT'S RISK GOT TO DO WITH IT? ALL IN A DAY. CHINESE WHISPERS. A MNUCHIN A DAY, KEEPS THE BEARS AWAY. CAUGHT WITH THEIR PANTS DOWN. GOOD FOR SOME. SCANDALOUS TIMES. WE ALL GOT HIKED AGAIN. AND THE WEATHER TODAY IS? DOWN, DOWN. HOW LOW CAN FORECASTS GO? KING DOLLAR. CIRQUE DE TRUMP IS THE TIDE TURNING? OFF, ON AGAIN? WHAT A SHEMOZZLE! GO TAKE A BEX! OOPS, IT'S HAPPENED AGAIN. BACK TO TOMORROW! WHAT NEXT? NOBODY WINS. LET THE WAR BEGIN. WHERE TO FROM HERE? TRY TODAY MAYBE BUY TOMORROW. CONSENSUS VERSUS EXPECTATIONS. WHAT NEXT? REASONS TO BE CHEERFUL. DIGESTION PROBLEMS? WAITING FOR SOMETHING? HOLIDAY. WE ALL NEED A HOLIDAY. ART OF WISHFUL THINKING. BANG POP SPLUTTER. WEDNESDAY WEDNESDAY. WISHFUL THINKING? WHERE NEXT? WHAT NEXT? WISHFUL THINKING? THE JITTER BUG. DID THE TAIL WAG THE DOG? COME HEAR THE NOISE. TICK TICK ... BOOM (Perhaps sometime) ? A LITTLE VOLATILITY NEVER HURT ANYONE. DOVES OR HAWKS? STATE THE UNION. WHERE ARE THE HAWKS? DIRTY LITTLE SECRET. JERUSALEM RALLY RALLY RALLY! ALL EYES ON THE TAX BILL. IT AIN'T OVER 'TIL THE FAT LADY SINGS WHO LET THE BITCOIN OUT ? AHH McCAIN, YOU'VE DONE IT AGAIN! HAIL THE LEADER. CHANGES ? BULLS RUNNING? ART OF WISHFUL THINKING PARDON ME! READY SET SHOP! NEVER-NEVER LAND? REALITY BITES THE SWAMP JUST GOT BIGGER FLAT IS THE "NEW" DOWN DIARISE 15 NOVEMBER! For Inflation News WAITING 'TIL? JUST ANOTHER DAY Equities lose ground $250 BIO IS A LOT Trump's China Deals WHILE TRUMP'S AWAY, KIDS WILL PLAY? AN APPLE A DAY KEEPS? BIG CHANGES COMING? IN SYNCH - U.S. MNCs & Global Growth JUST ANOTHER MANIC MONDAY? THE POWER OF EXPECTATIONS A SIGH, A DEEP SIGH. Draghi's soothing remarks REALLY FOLKS? Mr. Disruption TWO RISE TODAY A REMARKABLE DAY 30th Anniversary of Black Monday THE BIG CLAIM ...??? ANOTHER ONE BITES THE DUST Dow hits milestone QUIET BEFORE THE QUIET INFLATION A GO-GO THE (Earnings) SEASON STARTS WITH A WHIMPER THE SURGE? The inevitable spike in inflation VIVE CATALONIA! European markets nervous JOBS? Word Of The Day SO SO QUIET...Markets offer more of the same THE MAN GIVETH AND TAKETH AWAY Trump & Puerto Rico WHAT NOW? Markets mixed as they play wait and see IN VOGUE! Trump promises fuel market optimism ALL QUIET ON THE WESTERN FRONT Markets remain quiet WEDNESDAY IS THE DAY! Trump tax policy is unveiled "WHISPER SWEET NOTHINGS," Markets say to Trump WHAT NOW? Cautious investors move to the sidelines JUST ANOTHER DAY A quiet moment for the markets ARE WE RUNNING AT PAMPLONA? Are markets a bit crazy? IT'S PARTY TIME! Markets shrug off threats STORM GRIPS U.S. Catastrophe in the making? IRMA STEALS LIL KIM'S THUNDER Markets brace for disaster DISASTER AVOIDED MOMENTARILY Debt ceiling decision deferred IRMA TRUMPS LIL' KIMMIE Weather he likes it or not RUNNING FOR THE EXIT? Geopolitics gets really scary NEVER-NEVER LAND? Where, curiously, bonds always rally SOMEONE WAKE ME PLEASE! Markets put to sleep BLAH TO LIL' KIM Markets brush off latest threat TRUMP TRUMPS THE LIMELIGHT Debt ceiling and The Wall once again IT'S ALL THEIR FAULT Political uncertainty clouds the issues I WAS JOKING, RIGHT? Markets react to The Wall STABILITY REIGNS Positive news? A MARKET ECLIPSE? Markets leery of events DAY OF THE LONG KNIVES Markets cheer Bannon's departure DID TRUMP LIGHT A FUSE? Markets react in an unexpected manner GOLDILOCKS (VERS WHATEVER) The Fed comes to the rescue ALL QUIET TODAY Markets generally settled ALL IS GOOD WITH THE WORLD Tensions defused, equities rally BE HAVEN LOOKING FOR HAVENS Markets perplexed and fearful HOLIDAY SEASON FOR TRUMP Happy days for the markets PERHAPS PERHAPS PERHAPS! The market reacts to Mueller jury Come here the noise Pessimists Versus Optimists. What The Markets Didn’t Do! Yellen And The Three Bears Leadership Vacuum A Lot of Bluster About Not Much Rockin and Rollin USA Different Strokes For Different Folks A Brewing Storm. Goldilocks Revisited Are We In The Goldilocks Zone? A Trump Day Keeps The Market Away An Uneasy Truce The Warning Lights Are Flashing! Sceptics Reign! Deals Done Dirt Cheap! The Age of Uncertainty? Oops Its Happened Again! What A Day, What A Scam Strange Days Ahead All bets On Europe Now. Off To The Races A Step In The Right Direction Markets Are Paused Trump Moves Markets Now the Fun Begins! Enough Hot Air to Fill A Hot Air Balloon! Be Careful Of The Webs You Weave! What Can We Make of This! Let’s Buy Only American! And That Was The Weekend! Slip Slidin Away, You Know The More You Get Closer To….. The First Test How Long Can This Go On? Eyes Only For The Central Banks Fed Hike is Coming. What’s Happening To The Trump Trade? Just in Case You Missed The Lull Before The??? Bonfires of Calamities! Don’t Worry About Today Think About Tomorrow. What Speech! Tonight’s the Night! Let’s Hope It’s Alright It’s going to be faith Warning, Warning, Warning! Optimism is a mile high Waiting for Trump to Address Congress Waiting for News President’s Day Today. Lazy Friday Afternoon The Lull before the ….. Off To The Races on Hope, Well Maybe Yellen Shifts Markets Cracks in the Veneer? It Will Be Phenomenal! Taxes Trump Market Lugubrious Markets and Dog Days of Trump Markets Want Details What Next? Numbers Matter Have Markets Signed A Faustian Pact With Trump? Deja Vu, Here We Go Again Lessons Learnt, Lesson Forgotten Is The Bromance Fading? Tick tock time is ……? Cheer up shares up today Time for the Contrarian Trade Yet? Make America Great. Well maybe not just yet! Politicians trump markets To sell or not to sell? Losing the Midas touch? Market evaluates Trump’s first test: Fail, well kinda. Hold on a minute Do we have too much optimism? The Trump Conundrum Can’t Wait Till 2017! Hooray finally a rate hike! Countdown to 20,000 Commodity prices increase, post Trump spending anticipation The Party rolls on The Party continues Let’s get this party started. Wait it has started! Trump orders cancellation on multibillion Air Force One order US Economy showing signs of strength DRAINING THE SWAMP OR STOCKING IT? 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