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Fixed Income

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

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
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

If you can’t earn 9pc, you’re better off in cash

The “new normal” of low rates for long is being replaced by a return to the “old normal” of cash offering a return above expected inflation 
Christopher Joye
Coolabah Capital
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
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