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Fixed Income

The core of any good portfolio, learn about the key themes and opportunities in fixed interest.

Latest: Fixed Income

Fixed Income

Higher yields, new opportunities: What now for bonds?

A series of rate hikes in Australia, persistent inflation and ongoing geopolitical uncertainty. How higher yields are reshaping markets
Adam Bowe
PIMCO
Income

"The best opportunity in decades": J.P.Morgan's Iain Stealey on a good time for fixed income

Solid yields have set the foundation for an opportune period for fixed income, and paved the way for impressive possible returns.
Tom Stelzer
Livewire Markets
Markets

Why NextDC never suited Coolabah's portfolios

NextDC was always a risky bet for credit investors, here's why it was never a good fit for Coolabah Capital's portfolios.
NXT
Jason Lindeman
Coolabah Capital
Fixed Income

Taking comfort in food: Why investors are developing an appetite for agricultural private credit

With too many cooks in private credit, investors are finding comfort in agriculture. But it's the quality of the cook that counts.
Jonathan Weinstock
FarmCap
Income

The soft credit crunch and the iceberg ahead

One foot on the brake, one on the accelerator. Is Bathla the tip of the iceberg?
Paul Miron
Msquared Capital
Income

"Selective opportunities": How Schroders is navigating a chaotic fixed income environment

A macro rollercoaster doesn't mean there's nothing on offer for income investors, you just need to make sure you're strapped in.
Tom Stelzer
Livewire Markets
Fixed Income

Alpha is not a dirty word

Private credit may dominate the headlines, but it is only one part of the opportunity set.
Phil Strano
Yarra Capital Management
Fixed Income

A perfect storm is brewing for Australian income investors

Australian bond yields are near multi-year highs, creating three ways for income investors to position for the path ahead.
+3
Pranay Lal
Pranay Lal
Expert Insights

What higher rates, inflation and volatility mean for income

The income is back, the diversification benefit isn't. Kapstream's Dan Siluk on navigating a structurally higher rates and volatility world.
Keith Ford
Livewire Markets
Fund in Focus

Inside Challenger IM’s credit fund that refuses to be boxed in

Challenger IM’s Stephen Martin on how investing across a mixture of public and private credit assets helps maximise returns for investors.
Keith Ford
Livewire Markets
Fixed Income

Google bounds into the Kangaroo Market: ‘record breaking’ or ‘a sign of things to come’?

What Google's entry into Australia's Kangaroo bond market means for investors seeking high-quality credit opportunities.
Shan Kwee
Janus Henderson
Income

Cash has been comfortable. Here’s why it could be time to leave

Cash has been hard to beat. Muzinich’s Ian Horn explains why today’s yields could make short-dated credit an attractive next step.
Anna Dadic
Livewire Markets
Fixed Income

Private credit is being tested. Here is what matters now

Understanding what you own, how it is structured and who manages it has never mattered more.
Josh Manning
Manning Asset Management
Income

Why Neuberger likes what it's seeing on rates, inflation and AI spend

Adam Grotzinger says core inflation should be contained and rates on hold, and that's created opportunities across credit markets.
Tom Stelzer
Livewire Markets
Income

The end of hybrids - what you need to do now

In this panel special, we discuss the upcoming hybrids phaseout and explain how investors need to think about a new era for fixed income.
Tom Stelzer
Livewire Markets
Income

What the bond market knows that equity investors may be missing

Record-high equities are telling one story. Brad Dunn explains why the bond market is telling investors something very different.
Chris Conway
Livewire Markets
Fixed Income

Bonds are back: The real yield reset

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Head of Macro Strategy, Paul Mielczarski
Richard Rauch
Franklin Templeton
Income

Blockbuster AI debt issuance: coming to a bond market near you

The AI race is no longer just an equity story. Surging debt issuance is reshaping bond markets and creating fresh opportunities.
Phil Strano
Yarra Capital Management
Fixed Income

The highest yields in 15 years are creating an opportunity to generate efficient income

Higher bond yields and a changing economic backdrop are making investment-grade bonds an increasingly attractive source of portfolio income.
Pranay Lal
Pranay Lal
Income

The top-performing income funds for FY26

Geopolitical shocks drove yields higher in FY26. Here's how the top income funds turned volatility into returns.
Keith Ford
Livewire Markets
Income

When it comes to income, home is where the yield is

Why Yarra's Darren Langer believes Australian bonds offer a rare combination of attractive income, portfolio defence & compelling value.
Chris Conway
Livewire Markets
Fixed Income

Why not all bank hybrid replacements are equal

Not all hybrid replacements are created equal. Here's why chasing the highest yield could cost you more than you think.
Pranay Lal
Pranay Lal
Fund in Focus

How Kapstream is balancing global shocks and fixed income yields

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.
Keith Ford
Livewire Markets
Fixed Income

Does your portfolio need a rocket… or a tractor?

Everyone wants the next SpaceX. But the best portfolios also need investments that quietly preserve capital and generate dependable income.
Jonathan Weinstock
FarmCap
Expert Insights

Why fixed income has stopped being the boring part of your portfolio

Kapstream’s Mark Bayley explains how fixed income has become a genuine return driver.
Keith Ford
Livewire Markets
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