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Fixed Income

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

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
Fixed Income

A home for investors looking for a safe haven from risky assets

Investors will need to consider a range of strategies to ensure their portfolios remain resilient and able to withstand any changes in the market.Financial experts...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

The law of the jungle

This article was written by Christopher Sheldon, Kevin McMahon and Kristopher NovellAs we engage with our investors during these uncertain times, we are often asked,...
Jeremiah Lane
KKR Australia
Fixed Income

The three big themes you can’t ignore

Jay Sivapalan, Head of Australian Fixed Interest, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.
Jay Sivapalan
Janus Henderson
Fixed Income

Why these "Fallen Angels" hit the risk-return sweet spot

After the worst stretch for fixed income in recent memory, it's back in vogue. But not all bonds are made equal. Here's where Insight believes investors should look.
David Thornton
Livewire Markets
Fixed Income

Why this asset class could be the "flavour" of 2023

If you thought 2022 was volatile for equities, spare a thought for bonds. Now, after their worst year in decades, change is on the horizon.
Ally Selby
Livewire Markets
Fixed Income

Taking a holistic investment approach in private credit

As the major Australian banks shift away from commercial lending (a trend that has accelerated in recent years post royal commission) there has been significant growth...
Ben Harrison
Altor Capital
Fixed Income

Opportunity knocks in domestic credit markets

Throughout 2022, we have observed increases across all the major components of fixed income return (bond yields, swap spreads and credit premia) and this has made for...
Michael Korber
Perpetual Asset Management (Australia)
Fixed Income

Is this the most attractive opportunity in markets for 15 years?

The Federal Reserve’s (Fed) mission to maintain credibility with its price-stability objective is helping to create the potential for the most attractive opportunity...
Western Asset
Western Asset Management
Fixed Income

Like hybrids? Try global hybrids

Global fixed income and credit markets have had a historically weak 12 months of performance as surging inflation has seen global central banks make fast-paced...
Richard Quin
Bentham
Fixed Income

Outcome-oriented Investing: An Approach to Integrating Your Australian Fixed Income and Equity Sub-portfolios

One of the key roles of fixed income allocations within multi-asset portfolios is to act as a diversifier for more volatile exposures, such as equities. Yet despite...
Clive Smith
Fixed Income

Finding income through volatile markets

Value is back in high yield, but rising macro headwinds are causing significant volatility in the asset class. To navigate this more challenging environment,...
Mike Della Vedova
T. Rowe Price
Fixed Income

Buy bonds now, if you haven’t already

At this point in the cycle, we believe risks are asymmetrical and skewed to the downside regarding government bond yields. With the Federal Reserve expected to pause...
Alexandre Ventelon
Morgan Stanley Wealth Management
Fixed Income

How Metrics is navigating a rising interest rate environment

In June 2013, a group of former-NAB executives built upon their lengthy careers in banking to open the doors to a new boutique investment firm. Following the GFC,...
Livewire Exclusive
Livewire Markets
Fixed Income

The Hunt for Yield Is Over

For yield-hungry investors, the buffet is open. After more than a decade of extremely low interest rates, the leveraged credit markets in Europe and the United...
Jeremiah Lane
KKR Australia
Fixed Income

Listed Credit: Are you getting the diversification you're looking for?

In the writings that I have done to date, I have focused on growth assets. At CTE, we also manage a portfolio of credit investments through our Credit Opportunities...
John Morgan
CTE Investments
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