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Fixed Income

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

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
Fixed Income

Why now is the time to "cherry pick" the best investments

An environment of tightening conditions and slowing earnings growth is creating some fascinating quandaries for investors.
Michael Korber
Perpetual Asset Management (Australia)
Fixed Income

The Fed reaches its predicted terminal rate - now what?

By raising interest rates to 5.25%, the Fed has bought itself time to assess the degree to which previous hikes have quelled inflation
Daniel Siluk
Kapstream
Fixed Income
Sponsored

Today’s uncertainty demands an income expert

Heightened market volatility presents attractive opportunities for fixed income investors, particularly for an active manager like PIMCO. The PIMCO Income Fund targets...
PIMCO .
PIMCO
Fixed Income

The best bits of fixed income are back

The landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected
Anthony Kirkham
Western Asset Management
Rapid Fire

Why the income is back in fixed income (and is here to stay)

Bonds could outperform even if rate cuts don't come until 2024. Darren Langer of Yarra Capital Management explains why.
Hans Lee
Livewire Markets
Fixed Income

Why this investor prepares for 7 different recession scenarios

There's cautious investing, and then there's the way that Pete Robinson at Challenger Investment Management does it.
Hans Lee
Livewire Markets
Fixed Income

The RBA's Ace in the Hole

If the RBA seeks to raise rates further from here, it has laid strong grounds to do so.
Ken Liow
Realm Investment House
Expert Insights

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.
Hans Lee
Livewire Markets
Fixed Income

Social Benefit Bonds – There are risks to funding a social benefit

Clive Smith takes a closer look at assessing the risks associated with investing in social benefit bonds.
Clive Smith
Fixed Income

Bonds are looking their best in years - but some opportunities are better than others

Bond markets suffered one of their worst years in decades in 2022 as central banks, including the Federal Reserve (Fed) and Reserve Bank of Australia (RBA), hiked...
Fabian Dienemann
PIMCO
Fixed Income

Beyond term deposits - What does a modern fixed income portfolio look like?

With increased global financial market volatility, investors are asking what other low volatility assets can help anchor their portfolio
Josh Manning
Manning Asset Management
Fixed Income

Bonds are back, baby!

Credit markets are normalising after a rough period and opportunities are there for the taking, says Western Asset's Anthony Kirkham
Chris Conway
Livewire Markets
Fixed Income

How Australian is your Australian fixed income benchmark? The answer may surprise you!

We take a closer look at why Australian fixed income benchmarks may not be as Australian as some think.
Clive Smith
Fixed Income

Aussie versus US banks: How credit quality measures up

With the recent forced takeover of Credit Suisse by UBS and the failures of US Banks Silicon Valley Bank, Signature and Silvergate, the natural tendency is for...
John Likos
Asena Family Office
Listed Series

The income opportunity that has been 15 years in the making

The corporate debt market is offering big yields but increased default risk is hanging over the market's minds.
Hans Lee
Livewire Markets
Fixed Income

Amid global uncertainty, Aussie bank debt remains attractive

We remain attracted to the spread premia on offer for Australian major bank hybrids
Phil Strano
Yarra Capital Management
Fixed Income

Senior bond holders rise from the Credit Suisse rubble

As the market digests the implications of the full US$17 billion write-off in Credit Suisse AT1 bonds, the stand-out winner from the UBS acquisition have been the CS...
Adrian Chow
Realm Investment House
Fixed Income

What do cheese and Hybrid investments have in common?

Some cheeses have holes in them, some do not. There are also many varieties of hybrids, some of these also have holes in them.
Charlie Callan
BondAdviser
Fixed Income

A refresher on mortgage-backed securities

In the midst of a potential banking crisis, with uncertainty and fear circling around regional banks and their holdings, let's talk MBS
Max Pacella
Rest Super
Fixed Income

What does the Credit Suisse bail-in of its hybrids mean for Aussie bank hybrids?

Write-off of European bank bonds/hybrids is quite common - Credit Suisse is the latest example. But it has never happened in Australia
Jason Lindeman
Coolabah Capital
Fixed Income

Portfolio strategies for 2023 – locking in higher returns

As central banks close in on their respective terminal rates, bringing the current tightening cycle to an end this year, we look at the trading implications for 2023...
Jessica Rusit
FIIG Securities
Fixed Income

Central banks are changing their tone, and this is how to read it

I share my views on monetary policy, inflation, and why I believe there’s a strong case for increasing allocations to bonds
Aaditya Thakur
PIMCO
Fixed Income

How to value: Fixed Income

Considering a valuation model for fixed income total returns, helping investors better understand their defensive allocation.
Max Pacella
Rest Super
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