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Fixed Income

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

Fixed Income

When can we expect the RBA to cut interest rates?

Outgoing Reserve Bank governor Philip Lowe finished his tenure as he began by keeping rates on hold as inflation cools. With inflation past its peak, can we expect...
Darren Langer
Yarra Capital Management
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Fixed Income

It's "hard to see where it can go wrong" for these assets

Opportunities still exist despite the market coming to the realisation that costs are not only surging but also sticky.
AMP
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Hans Lee
Livewire Markets
Fixed Income

Demystifying Residential Mortgage Backed Securities

We take a closer look at some of the factors affecting and driving the returns earned from residential mortgage backed securities.
Clive Smith
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Fixed Income

Those carrying scars from 2022 could be missing out on supercharged income

After a market wobbles, sometimes comes the investment opportunity of a lifetime. Is such an opportunity presenting now in fixed income?
Chris Conway
Livewire Markets
Fixed Income
Sponsored

Finding high yields and high-grade ideas in a world hungry for income opportunities

The best way to find income in a high-yielding world is to have little limitations.
Hans Lee
Livewire Markets
Fixed Income

Chart of the Week - Higher for Longer?

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
Fixed Income

Aussie corporate and home loan defaults continue to climb sharply...

There are huge signs of stress in the non-bank home loan, commercial real estate and construction industries
Christopher Joye
Coolabah Capital
Fixed Income

This sector could have all its EBITDA eaten up in a year

In a high rate environment, the last thing you want to be is over-levered
David Thornton
Livewire Markets
Fixed Income

This cycle has a different dynamic

This time around, inflation is likely to be falling over the slowdown phase, which is a very different dynamic compared to previous cycles.
Kellie Wood
Schroders
Fixed Income

What can credit investors learn from the demise of Credit Suisse?

In March 2023, 170 year old investment bank Credit Suisse required a hastily-arranged takeover by UBS to prevent a banking crisis and broader economic fallout in...
Craig Morabito
First Sentier Investors
Fixed Income

The beginner's guide to bonds: How do interest rates affect the value of bonds?

In the final part of our educational series, we look at the way bond values are priced.
Hans Lee
Livewire Markets
Fixed Income

A guide to maximising fixed income returns

Beneath the yield fixed income investors recieve, there are often overlooked avenues of transaction income many investors are missing out on
Josh Manning
Manning Asset Management
Fixed Income

How much public debt is too much?

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...
Janu Chan
Bitesized Economics
Fixed Income

Demystifying credit risk measures

Clive Smith takes a closer look at some of the more commonly utilised measures of credit spread risk.
Clive Smith
Fixed Income

Why KKR prefers credit over equities right now

According to Jeremiah Lane, the high yield bond market is "as clean as it has ever been"
Jeremiah Lane
KKR Australia
Rapid Fire

How investors can access 9% yields in this asset class

The secret to this fund manager's seven-year track record is to just keep it simple.
Hans Lee
Livewire Markets
Income Series
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Private Credit: a smart choice

For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A...
Roger Montgomery
Montgomery Investment Management
Fixed Income

Are investors ready to embrace Australia's new bond era?

After many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian...
Fidante .
Fidante
Expert Insights

For FC Capital, short-term loans must contribute to long-term growth

Private debt can serve an essential role in growing businesses according to FC Capital's Christian Brehm, provided it has a purpose.
David Thornton
Livewire Markets
Fixed Income

Demystifying the Yield Curve

In the second installment on demystifying fixed income concepts Clive Smith takes a closer look at the concept of the yield curve.
Clive Smith
Fixed Income

4 reasons why investors are buying more fixed income

There is widespread demand for this asset class and the underlying reasons for such demand vary
Josh Manning
Manning Asset Management
Expert Insights

This could be the ‘risk-free’ exposure your portfolio has been begging for

This 'risk-free' asset beloved by global institutions is finally offering attractive yield. VanEck's Russel Chesler explains how to use it.
Sara Allen
Livewire Markets
Expert Insights

This private debt fund is plugging the gap left by the Big 4

... and it's a $2 billion gap, at that.
David Thornton
Livewire Markets
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