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Fixed Income

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

Fixed Income

3 potential paths for interest rates and what they mean for bond investors

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

The three levers in fixed income: Duration, Credit and Pure Relative Value

There are two well-known levers, duration and credit, but there is also a lesser known third, providing compelling benefits for investors.
Scott Osborne
Ardea Investment Management
Fixed Income

A better alternative to term deposits

With markets expecting official cash rates to fall over this year, we argue that managed cash funds offer many advantages over term deposits
Western Asset
Western Asset Management
Fixed Income

Why bonds are now a contributor (not a detractor) to portfolio returns

With risk-free yields near 5%, fixed income is back.
Darren Langer
Yarra Capital Management
Fixed Income

A macro outlook you can hang your hat on

Next year will be predictable with calm waters and no surprises…SAID NO ONE EVER!
Richard Rauch
Franklin Templeton
Outlook Series

Attractive yields with low volatility. Fixed income ticks the boxes in 2024

Investment-grade credit is poised for another solid year of performance with risks skewed to the downside
Roy Keenan
Yarra Capital Management
Fixed Income

Navigating the descent

The steepest interest-rate-hiking cycle in decades has set global economic activity on a course that remains difficult to map, making it especially important to...
PIMCO .
PIMCO
Fixed Income

2024 promises to be a year of clear winners and losers

Investors should be rewarded for superior security selection as they navigate rising impairments in Australia’s high yield and debt markets.
Phil Strano
Yarra Capital Management
Fixed Income

Where credit investors should be positioned ahead of the next 12 months

While it’s unclear how the macro environment will play out in 2024, the one thing is certain. Fixed income has its defensiveness back.
Roy Keenan
Yarra Capital Management
Fixed Income

2024: A credit vintage to remember?

Why we think conditions are ripe across the credit spectrum heading into 2024.
Jeremiah Lane
Jeremiah Lane
KKR Australia
Fixed Income

Unveiling the road ahead in 2024

Our investment outlook for 2024 and the macro themes investors should take into consideration as they navigate the future of fixed income.
Jay Sivapalan
Janus Henderson
Fixed Income

Investors should be pricing in a mild recession in 2024 as their base case

Because this time is (slightly) different
Robert Mead
PIMCO
Fixed Income

The recession dilemma: Why J.P. Morgan Asset Management isn't playing the 'if' and 'when' game

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why
Chris Conway
Livewire Markets
Fixed Income

Why Australian 10-year yields may struggle to rally even as the recession rolls in

In the ‘year of the bond’ the beleaguered bond investor could be forgiven for being sceptical of the sustainability of any rally as we head into the final stage of...
Andrew Canobi
Franklin Templeton
Fixed Income

What this bond investor is watching most closely into 2024

Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now
Glenn Freeman
Livewire Markets
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Fixed Income

Inefficiency is driving an opportunity in this market

ETFs and TDs can be cost-efficient, however, they may undervalue risk and overlook the potential for higher income and returns.
Darren Langer
Yarra Capital Management
Fixed Income

With income investing back en vogue, it pays to think beyond the obvious

US fixed income and credit command a lot of attention, but a region in our backyard offers higher yields for equivalent credit quality.
Chris Conway
Livewire Markets
Fixed Income

Aussie bank tier 2 credit ratings to rise

Global investors appear to be completely oblivious to the prospect of a very important upgrade to the major banks’ Tier 2 bond credit ratings with Standard & Poor’s...
Jason Lindeman
Coolabah Capital
Expert Insights

The biggest risk to loan markets today

And where a US$519 billion investment manager is finding opportunities.
Ally Selby
Livewire Markets
Fixed Income

The under-the-radar asset class you should be paying attention to

Emerging market debt might be one of the few under-the-radar investment opportunities still available today. Here is the skinny.
Chris Conway
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Fixed Income

Watching grass grow

On fixed rate bond exposure, now is not the time to have zero, but it is not the time to fill your boots.
Charlie Callan
BondAdviser
Fixed Income

Prime time for bonds

Bonds are emerging as a standout asset class in 2024, offering strong prospects, resilience, diversification, and attractive valuations
PIMCO .
PIMCO
Fixed Income

Why ‘wait and see’ is the worst investment strategy ever

We're all prone to pulling the plug on our portfolios from time to time, but it's probably not the most productive approach.
Chris Conway
Livewire Markets
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