Late in the quarter, we removed our long-stranding underweight position in Australian Fixed Income back to neutral given the significant rises we have already seen in bond yields over the course of the year. While further volatility can be expected, Australian fixed-income securities are now offering better value than they have in several years and are once again able to play that defensive role in multi-asset portfolios.
Deanne Baker explains how the Multi-Asset portfolios performed over the September quarter and how they are positioned to navigate through the current volatility.
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