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Fixed Income

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

Rapid Fire

Jamieson: We're starting to run into issues that can break markets

When markets are heady, it’s hard not to check your portfolio regularly. Each login and click of the ‘portfolio’ tab on your platform offer the promise of splashes of...
Chris Conway
Livewire Markets
Expert Insights

Why a global zombie infestation isn't necessarily a bad thing (for markets)

Like any good millennial, I have seen my fair share of zombie movies and television shows. Take The Walking Dead for instance, in which the world is brought down by a...
Ally Selby
Livewire Markets
Fixed Income

New CBA hybrid looks expensive

CBA's latest hybrid deal (ASX: CBAPL) looks very expensive, even though it offers a superior 5.79% yield to the franked dividend yield on CBA's shares of 5.51%. Now...
Christopher Joye
Coolabah Capital
Fixed Income

What these three professionals learnt from the worst bond market sell-off in 76 years

Between Michael Korber of Perpetual Asset Management, John Likos at BondAdviser, and Jay Sivapalan from Janus Henderson, we have featured 85 years of experience in...
Hans Lee
Livewire Markets
Fixed Income

Three fixed-income veterans name their top conviction trade for FY23

I recently stumbled across a daily markets report (by Mark Gardner at Maqro Capital, if you must know) which argued the "extraordinarily dour outlook" for price...
Hans Lee
Livewire Markets
Fixed Income

Why global bonds are in their first bear market in 70 years

It may have been former US President Gerald Ford who once remarked "our long national nightmare is over", but bond traders are finding all too quickly their...
Hans Lee
Livewire Markets
Fixed Income

Are central banks at risk of blowing up markets?

The RBA hiked rates for the sixth consecutive month. With lead indicators showing signs of inflation coming off the boil and European banks starting to see stress,...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Is there a better way to capture ‘credit like’ premiums?

The recent selloff in credit premiums has resulted in many investors experiencing a negative return on exposures within their portfolios. This highlights the...
Clive Smith
Fixed Income

A place to hide from rising rates

While equity markets continue to tumble in the face of a rising Fed, fixed income is getting attention. Asset allocators, after being rocked by the historic sell-off...
Cameron McCormack
VanEck
Fixed Income

Time to capitalise on higher yields

The docile bond market of the past 20+ years is gone. As many professional managers, allocators and advisors have been burned this past year, we expected...
ZIP
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Charlie Callan
BondAdviser
Income Series

Is Australia looking down the barrel of increased mortgage stress?

There are probably few people better placed to comment on the prospect of mortgage stress than the founders of Brisbane-based Gryphon Capital. Who? I hear you ask....
James Marlay
Livewire Markets
Fixed Income

Will the repo market break (your portfolio)?

Three years ago, an unassuming corner of the market was experiencing a multi-trillion-dollar crisis, now known as the 2019 Repo Market Crisis. The plumbing of our...
Max Pacella
Rest Super
Expert Insights

Critics of the 60/40 portfolio have their blinkers on

The age-old 60/40 portfolio has copped a growing chorus of criticism lately.  In short, the 60/40 strategy - made up of 60% equities, 40% bonds - is a hedging...
David Thornton
Livewire Markets
Fixed Income

Why this bond fund has been putting capital back to work

With experience comes expertise. Navigating financial markets successfully, over an extended period, requires teams that have seen all market conditions. Teams that...
Chris Conway
Livewire Markets
Expert Insights

Have bond markets priced in too much?

Bonds, more than any other security, are used as bellwethers of economic health. And their professorial prowess has been in high demand lately.  Among other things,...
David Thornton
Livewire Markets
Income Series
Sponsored

Three tenets of income investing to drive consistent yield

Inflation is high. Interest rates are rising. Markets are volatile. Now, more than ever, is the time for considered income investing, according to PIMCO.  The...
PIMCO .
PIMCO
Fixed Income

The accuracy of fixed income markets forecasting rate hikes

In anticipation of further rate increases from the Reserve Bank of Australia (RBA), fixed income markets are ‘pricing in’ the current tightening cycle. However, to...
Jessica Rusit
FIIG Securities
Expert Insights

The investment manager that pays no mind to rising rates

Rising rates are like the plague for fixed income portfolios. That is, unless you're Ardea.  When rates go up, so do yields. But when yields rise, the value of bonds...
David Thornton
Livewire Markets
Fixed Income

Why rising interest rates are good news for some

Everything we're hearing from central banks around the world continues to emphasise their focus on getting on top of inflation. Here in Australia, the Reserve Bank has...
Robert Mead
PIMCO
Fixed Income

No sign of a pause as mortgage stress intensifies

Australia’s central bank has now raised interest rates five months in a row. It’s the most aggressive tightening cycle since 1994. With more hikes expected, and...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Australian credit spreads provide great opportunities but maintain quality

The patience of investors in more credit oriented fixed income funds has been sorely tested over the last 12 months. For such investors returns have been challenged...
Clive Smith
Fixed Income

The age of negative real yields

Over the past two years, investors have become (sometimes unwillingly) acquainted with the mechanics of the bond market, with all eyes on the US and the actions of...
Max Pacella
Rest Super
Fixed Income

Why investors should remain defensive over the months ahead

The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot' in interest rate policy and how that might support asset...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Investing in global credit and fixed income

After the largest bond market sell-off in 30 years, and with risk markets pricing in a higher probability of recession, global fixed interest and credit markets offer...
Richard Quin
Bentham
Fixed Income

Good news for credit investors despite the looming threat of recession

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...
Aaditya Thakur
PIMCO
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