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Fixed Income

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

Fixed Income

The winners and losers from the RBA pause

The RBA has paused on hiking rates (for now) creating some big winners and losers.
Darren Langer
Yarra Capital Management
Expert Insights

VanEck: where interest rates are headed next and how to capitalise

Bonds are looking attractive but there's more to come in the world of fixed income according to VanEck's Russel Chesler.
Sara Allen
Livewire Markets
Fixed Income

4 themes shaping global High Yield bonds

Several factors should sustain high-yield bonds and help generate value despite volatility and other headwinds.
Mike Della Vedova
T. Rowe Price
Income Series
Sponsored

Where to find defensive investment returns as macro volatility persists

Neuberger Berman's approach to global fixed income investing spans developed and emerging markets and the full range of asset types.
Adam Grotzinger
Neuberger Berman
Income Series

The yields in this asset class haven't been this high for 15 years

As part of Livewire's annual Income Series, Ares Australia Management's head shares where he is finding the best opportunities right now.
Ally Selby
Livewire Markets
Income Series

Where this fundie sees opportunity, as the macro picture changes yet again

Attractive fixed-income returns are out there but you need a very active approach, says Neuberger Berman's Adam Grotzinger.
Glenn Freeman
Livewire Markets
Income Series

Why investors have a lot to look forward to for the next 18 to 24 months

It seems the good times keep rolling for income investors...
Chris Conway
Livewire Markets
Income Series

This investor says the "goldilocks" period is yet to come for bonds

The RBA may send Australia into a recession, but it's not all bad news. Pete Robinson of Challenger Investment Management explains.
Hans Lee
Livewire Markets
Income Series

The secrets to this fundie's 7-year winning streak will surprise you

For years, conventional fixed income struggled to pay rates. But Manning Asset Management continues to beat the crowd.
Hans Lee
Livewire Markets
Income Series

Banks have left a $240 billion gap, now savvy investors are seeing opportunity

Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.
James Marlay
Livewire Markets
Fixed Income

Has the recession already begun?

The contrast couldn’t be starker. In Q1, 2023 the US economy grew at 1.3% on an annualised basis. Forecasts for Q2 are lower but still positive. Next week, we get...
Andrew Canobi
Franklin Templeton
Undiscovered Funds

Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has started

Flexibility and quality are two of the Coolabah Capital CIO's north stars in investing. He's also leaning on both more than ever.
Hans Lee
Livewire Markets
Income Series

Where PIMCO is investing as recession looms

Following the worst year on record the bond market is ripe with opportunity. PIMCO's Adam Bowe explains where he is investing in 2023.
James Marlay
Livewire Markets
Fixed Income

This asset is "priced for perfection" - and Schroders is shorting it

Schroders' fixed income team are preparing portfolios for the "next" economy - which smells a lot like the 1970s.
Hans Lee
Livewire Markets
Fixed Income

The goldilocks buying opportunity is *almost* here in fixed income

Here's how Jay Sivapalan from Janus Henderson Investors reckons investors should play it.
QAN
The Rules of Investing
Livewire Markets
Fixed Income

Demystifying Interest Rate Duration

Clive Smith takes a closer look at some of the nuances associated with understanding interest rate duration.
Clive Smith
Fixed Income

In debt we (can no longer) trust

The debate over the US debt ceiling is a timely reminder of the constraints many developed countries including Australia now face
Andrew Canobi
Franklin Templeton
Undiscovered Funds

High single-digit returns are no joke for this bond investor

This unorthodox approach to fixed-income investing – eschewing style, benchmarks and saturated markets – yields both returns and insights.
Glenn Freeman
Livewire Markets
Fixed Income

Bank bond issuance could slow sharply

Markets do not appear to be pricing in the risk of a substantial slow-down in bank bond issuance
Christopher Joye
Coolabah Capital
Fixed Income

How would the market react to a US default?

Despite all the political rhetoric around the debt ceiling, we believe US default is a very unlikely outcome. Here’s our rationale.
Western Asset
Western Asset Management
Fixed Income

An income investors secret weapon in 2023: Exploring public and private markets

In the dynamic landscape of investments, the allure of fixed-income assets has seen an upsurge.
Josh Manning
Manning Asset Management
Fixed Income

Term deposit rates are high and risk-free. So why own bonds?

Why wouldn't you want a term deposit attracting 5% in risk-free returns? JPMorgan Asset Management makes its case for bonds.
David Thornton
Livewire Markets
Undiscovered Funds

How investors can tame the bond market rollercoaster

After a terrible two years for markets, Fortlake Asset Management’s Dr Christian Baylis discusses some ways to find fixed income returns.
Glenn Freeman
Livewire Markets
Fixed Income

Investing in Refinanced SMEG Loans: An Attractive Opportunity for Private Credit Funds

The end of the SME Loans Guarantee Scheme presents a large number of opportunities for private credit funds refinancing borrowers from banks
Ben Harrison
Altor Capital
Fixed Income

Debt in China and the Game of Pass the Parcel

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?
Janu Chan
Bitesized Economics
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