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Fixed Income

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

Fixed Income

Central bankers don't make for good gymnasts

BondAdviser's John Likos writes about why a hard landing is more likely than any other scenario - and how the bond traders are playing it.
John Likos
Asena Family Office
Fixed Income

How much should I allocate to domestic versus global bonds?

Clive Smith takes a closer look at some of the factors determining an investor's preference for domestic versus global bonds.
Clive Smith
Expert Insights

Why a recession is not priced into credit markets (and why it's not a bad thing)

KKR's Jeremiah Lane discusses the key risks for credit investors this year - and what the big "R" word means for your money.
Hans Lee
Livewire Markets
Fixed Income

Is it time to reassess your Australian bank exposure?

Cameron McCormack of VanEck explains why subordinated debt provides an opportunity amid current market volatility.
Cameron McCormack
VanEck
Expert Insights

How KKR finds the world's best investment opportunities

With nearly US$500 billion in assets under management, KKR sure know how to find winners. Now, you can hear about how they do it.
Hans Lee
Livewire Markets
Fixed Income

Why a golden era in fixed income is coming (and the assets Franklin Templeton likes)

2022 was the worst year in history. 2023 might be just the opposite.
David Thornton
Livewire Markets
Expert Insights

Why this asset is due for a fresh decade-long boom

KKR's Jeremiah Lane shares insights from what we've seen so far in the credit markets, and what may be to come.
Hans Lee
Livewire Markets
Fixed Income

This is the best environment for bonds in years

After one of the worst years for bonds in decades, the asset class is once again establishing itself as a safer haven in economic downturns
Adam Bowe
PIMCO
Fixed Income

Why Yarra is long this asset class for the first time in years

2022 was miserable for bond investors. Now, as Roy Keenan explains, they have more opportunities than they know what to do with!
Roy Keenan
Yarra Capital Management
The Rules of Investing

Christopher Joye: The RBA got it wrong, now it will crush everything

Livewire's most widely-read contributor sits down for a conversation you cannot miss.
The Rules of Investing
Livewire Markets
Fixed Income

The recession we had to have?

The 24th Prime Minister of Australia and the 2023 bond market may not have a lot in common at first glance.
Charlie Callan
BondAdviser
Fixed Income

Is the consumer about to crumble?

If there is one thing the RBA wants its for Australians to stop spending, easing pressure on the employment market and consumption. It is still early days but signs...
Andrew Canobi
Franklin Templeton
Fixed Income

Is the RBA setting monetary policy in the rear-view mirror?

A lively discussion from the champions of fixed income
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Planting, harvesting and right-sizing: Where we are now according to Papageorgiou

Realm Investment House has 3 different fixed income funds that both beat the market and delivered postive returns in 2022. Find out how.
Chris Conway
Livewire Markets
Fixed Income

A new bond cycle is dawning

We believe fixed income markets offer higher yields, and are positioned to further benefit amid potential volatility and a weakening economy
PIMCO .
PIMCO
Fixed Income

Investor lesson: How interest rate duration can "insure" your portfolio

Russell Investment's Clive Smith explains how to determine the extent interest rates may provide insurance in a portfolio.
Clive Smith
Fixed Income
Sponsored

Strengthen your portfolio with flexibility

The past year has seen a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe that...
Neuberger Berman
Neuberger Berman
Fixed Income

The surprising new frontier for ETF investing

If you can dream it, chances are there’s an ETF for it. But the next growth area for ETFs might be more traditional.
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Sara Allen
Livewire Markets
Fixed Income

The fixed income manager that returned more than most equities managers in 2022

Christian Baylis from Fortlake Asset Management delivered stellar returns from fixed income in 2022. Here's how he did it.
James Marlay
Livewire Markets
Fixed Income

Focus on quality and security selection to capitalise on the more generous yields

At the start of 2023, we believe that peak inflation has passed, and anticipate a gradual reduction in pricing pressures.
Ashok Bhatia
Neuberger Berman
Outlook Series

10 questions with PIMCO's Adam Bowe

PIMCO portfolio manager Adam Bowe shares his market calls into 2023.
Chris Conway
Livewire Markets
Fixed Income
Sponsored

A solution to meet your income needs

The Perpetual Credit Income Trust (ASX: PCI) is a listed investment trust that provides a simple and transparent way to invest in a diversified portfolio of credit and...
Perpetual Asset Management Australia
Perpetual Asset Management (Australia)
Fixed Income

The #1 risk for credit investors (and how to avoid it)

The lowering of interest rates to historical lows has driven investors to consider higher-yielding credit strategies simply to earn an ‘acceptable’ headline return. ...
Clive Smith
Fixed Income

After the rally. What is the fair value of the 10 year?

We examine the existing methodologies for estimating the fair value of Australian government bonds and estimates what these imply for the Australian 10-year after its...
Andrew Canobi
Franklin Templeton
Fixed Income

What we’re watching: Maintaining (B)Credibility

Like many, we have recently read the headlines around two Blackstone funds that hit redemption gates over the last quarter. Much of the reporting has bordered on...
Pete Robinson
Challenger Investment Management
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