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Fixed Income

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

Expert Insights

Joye: Equities set for a "terrible" decade

In the age old battle of bonds versus equities, Coolabah's Christopher Joye comes out swinging.
Chris Conway
Livewire Markets
Fixed Income

RBA warns on high-risk debt default cycle and non-bank pain...

Central bank says "non-bank loan quality may come under pressure" while highlighting a spike in global defaults
Christopher Joye
Coolabah Capital
Fixed Income

Demystifying the inter-relationship between interest rates and credit spreads

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.
Clive Smith
Expert Insights

Why the price you pay is as important as the asset you buy

Ensuring every asset is valued fairly and correctly is critical, which is why it underpins Metrics Credit Partners' investment process.
Hans Lee
Livewire Markets
Expert Insights

Is it too soon to buy duration?

Adam Grotzinger from Neuberger Berman gives his take
David Thornton
Livewire Markets
Expert Insights

Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse

Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights.
Chris Conway
Livewire Markets
Livewire Live

Christopher Joye: Forget equities, bonds will outperform over the next 2-3 years

One of three interconnected Shocking Predictions from Coolabah's Chief Investment Officer
Chris Conway
Livewire Markets
Fixed Income

Why the sell-off in the bond market matters to your investments

2023 could mark the first time the global bond market has three down years in a row.
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Hans Lee
Livewire Markets
Expert Insights

Why this asset class can still grow at 5-6% pa even in an economic slowdown

Portfolio holdings that can continue to grow even during down times? Metrics' Andrew Lockhart explains.
Hans Lee
Livewire Markets
Expert Insights

Australia has a $3 trillion opportunity. Here's how you can profit from it

Private debt markets may seem daunting but it's also where you have the potential to access double-digit returns.
Hans Lee
Livewire Markets
Fixed Income

The fairy tale of a soft landing

The consensus view shift toward a mild downturn looks misplaced.
Arif Husain
T. Rowe Price
Expert Insights

Why this asset can play offence and defence in your portfolio

Don't be fooled. Fixed income can also earn you an equity-like return.
Hans Lee
Livewire Markets
Expert Insights

Fixed or floating rate investments? Why not have both

Teiki Benveniste from Ares shares his insights into the credit market and explains the opportunities he is pursuing.
Chris Conway
Livewire Markets
Expert Insights

Why this investor always assumes a "worst case scenario" for every potential position

It's not being pessimistic, it's just being pragmatic.
Hans Lee
Livewire Markets
Fixed Income

3 reasons why bonds make more sense than term deposits today

While term deposits may seem like a safe option, bonds can offer greater liquidity, diversification, and potential for capital appreciation.
Robert Mead
PIMCO
Fixed Income

When can we expect the RBA to cut interest rates?

Outgoing Reserve Bank governor Philip Lowe finished his tenure as he began by keeping rates on hold as inflation cools. With inflation past its peak, can we expect...
Darren Langer
Yarra Capital Management
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Fixed Income

It's "hard to see where it can go wrong" for these assets

Opportunities still exist despite the market coming to the realisation that costs are not only surging but also sticky.
AMP
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Hans Lee
Livewire Markets
Fixed Income

Demystifying Residential Mortgage Backed Securities

We take a closer look at some of the factors affecting and driving the returns earned from residential mortgage backed securities.
Clive Smith
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Fixed Income

Those carrying scars from 2022 could be missing out on supercharged income

After a market wobbles, sometimes comes the investment opportunity of a lifetime. Is such an opportunity presenting now in fixed income?
Chris Conway
Livewire Markets
Fixed Income
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Finding high yields and high-grade ideas in a world hungry for income opportunities

The best way to find income in a high-yielding world is to have little limitations.
Hans Lee
Livewire Markets
Fixed Income

Chart of the Week - Higher for Longer?

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
Fixed Income

Aussie corporate and home loan defaults continue to climb sharply...

There are huge signs of stress in the non-bank home loan, commercial real estate and construction industries
Christopher Joye
Coolabah Capital
Fixed Income

This sector could have all its EBITDA eaten up in a year

In a high rate environment, the last thing you want to be is over-levered
David Thornton
Livewire Markets
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