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Fixed Income

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

Fixed Income

Has the recession already begun?

The contrast couldn’t be starker. In Q1, 2023 the US economy grew at 1.3% on an annualised basis. Forecasts for Q2 are lower but still positive. Next week, we get...
Andrew Canobi
Franklin Templeton
Undiscovered Funds

Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has started

Flexibility and quality are two of the Coolabah Capital CIO's north stars in investing. He's also leaning on both more than ever.
Hans Lee
Livewire Markets
Income

Where PIMCO is investing as recession looms

Following the worst year on record the bond market is ripe with opportunity. PIMCO's Adam Bowe explains where he is investing in 2023.
James Marlay
Livewire Markets
Fixed Income

This asset is "priced for perfection" - and Schroders is shorting it

Schroders' fixed income team are preparing portfolios for the "next" economy - which smells a lot like the 1970s.
Hans Lee
Livewire Markets
Fixed Income

The goldilocks buying opportunity is *almost* here in fixed income

Here's how Jay Sivapalan from Janus Henderson Investors reckons investors should play it.
QAN
The Rules of Investing
Livewire Markets
Fixed Income

Demystifying Interest Rate Duration

Clive Smith takes a closer look at some of the nuances associated with understanding interest rate duration.
Clive Smith
Fixed Income

In debt we (can no longer) trust

The debate over the US debt ceiling is a timely reminder of the constraints many developed countries including Australia now face
Andrew Canobi
Franklin Templeton
Undiscovered Funds

High single-digit returns are no joke for this bond investor

This unorthodox approach to fixed-income investing – eschewing style, benchmarks and saturated markets – yields both returns and insights.
Glenn Freeman
Livewire Markets
Fixed Income

Bank bond issuance could slow sharply

Markets do not appear to be pricing in the risk of a substantial slow-down in bank bond issuance
Christopher Joye
Coolabah Capital
Fixed Income

How would the market react to a US default?

Despite all the political rhetoric around the debt ceiling, we believe US default is a very unlikely outcome. Here’s our rationale.
Western Asset
Western Asset Management
Fixed Income

An income investors secret weapon in 2023: Exploring public and private markets

In the dynamic landscape of investments, the allure of fixed-income assets has seen an upsurge.
Josh Manning
Manning Asset Management
Fixed Income

Term deposit rates are high and risk-free. So why own bonds?

Why wouldn't you want a term deposit attracting 5% in risk-free returns? JPMorgan Asset Management makes its case for bonds.
David Thornton
Livewire Markets
Undiscovered Funds

How investors can tame the bond market rollercoaster

After a terrible two years for markets, Fortlake Asset Management’s Dr Christian Baylis discusses some ways to find fixed income returns.
Glenn Freeman
Livewire Markets
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
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