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Fixed Income

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

Fixed Income

Sell in May and go away?

Is the recent volatility a warning sign for investors to rebuild cash positions or a chance for equity bulls to buy the dip?
Sebastian Mullins
Schroders
Fixed Income

Central bank independence is still alive

The RBA kept rates on hold at yesterday's meeting, and signalled little interest in raising rates any further.
Darren Langer
Yarra Capital Management
Views from the Top

Challenger IM's Pete Robinson says "higher for longer" is the real issue, not rate cuts

He may not make bets on interest rates but he sure has an opinion on their current level.
Hans Lee
Livewire Markets
Fixed Income

What to expect when you’re expecting rate cuts

CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
PIMCO .
PIMCO
Fixed Income

As global rates shift, opportunities arise for Australian investors

Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment.
Robert Mead
PIMCO
Fixed Income

Why every fixed income portfolio needs a FI-RV allocation

Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years
Pieter De Weerdt
Antarctica Asset Management
Fixed Income

Amplifying the diversification benefits of Fixed Income

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of...
Sinéad Rafferty
Fidante
The Rules of Investing

Christopher Joye: No margin for error for risk junkies craving rate cuts

Coolabah Capital's Christopher Joye says market expectations have become detached from economic reality.
The Rules of Investing
Livewire Markets
Fixed Income

The fixed income opportunity with "a lot more to give"

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

How this income fund has delivered above target for the last 22 years

Roy Keenan has been running the Yarra Enhanced Income Fund and delivering for investors for almost 22 years - he explains how below.
Chris Conway
Livewire Markets
Fixed Income

Elevated stakes: assessing the risk premium of construction finance

Are investors being appropriately compensated for the level of inherant risk?
Josh Manning
Manning Asset Management
Fixed Income

3 reasons why the timing of the RBA's first rate cut does not matter

There's no point waiting for the RBA to cut - now is the time to get into bonds.
Robert Mead
PIMCO
Fixed Income

S&P upgrades Aussie major bank Tier 2 bond ratings from BBB+ to A-

As first forecast here in November 2023...
+1
Christopher Joye
Coolabah Capital
Fixed Income

The insolvency framework becomes more important when the going gets tough

Clive Smith takes a closer look at how the difference in European insolvency regimes can impact on the returns earned by lenders.
Clive Smith
Fixed Income

Where this investor finds “bang for its buck” in global bonds

And the surprising region that is Brandywine Investment Management’s highest conviction bond market.
Glenn Freeman
Livewire Markets
Listed Series

The one factor Metrics is focusing on, particularly as the economy slows

Borrowers' ability to generate cash flow and fulfil their obligations is increasingly important for Metrics. Find out why.
Hans Lee
Livewire Markets
Fixed Income

How credit investors are navigating rate cuts and geopolitical volatility

Confidence is back - but volatility isn't going anyway for investors. Ares' Samantha Milner shares her views on how Ares is investing.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

Why this fund's 15-year history could be its greatest advantage

From a potential opportunity set of over 1,000 companies, KKR picks out just a handful for its flagship opportunistic credit strategy.
Hans Lee
Livewire Markets
Fixed Income

3 reasons this asset class should be on everyone's radar in 2024

Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
Craig Morabito
First Sentier Investors
Fixed Income

The definitive guide to finding "relative value" in a noisy market

There's duration, there's credit, and then there's the third and lesser-known lever of fixed income investing.
Hans Lee
Livewire Markets
Fixed Income

RBA loosens its grip: the end of a tightening era?

The RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral...
Darren Langer
Yarra Capital Management
The Pitch

3 ways to keep it simple (and earn solid returns)

KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?
Hans Lee
Livewire Markets
Fixed Income

Will the RBA be the last major central bank to cut interest rates?

JPMorgan Asset Management’s Head of Global Rates Seamus Mac Gorain discusses the opportunity set available in fixed income.
Hans Lee
Livewire Markets
Fixed Income

Arrears rising, should credit investors be concerned?

Three primary ways credit investors can lose money.
Josh Manning
Manning Asset Management
Fixed Income

Could the RBA cut before the Fed?

Markets may need to revaluate their expectations of the RBA’s first rate cut relative to the Federal Reserve based on recent economic data
Andrew Canobi
Franklin Templeton
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