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Fixed Income

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

Fixed Income

New Zealand Bonds Underperform, Though There May Be a Silver Lining

Investors in New Zealand bonds have suffered over the last couple of years as the local market materially underperformed global bond markets. This underperformance...
Clive Smith
Fixed Income

What you need to know before investing in bonds

Government bonds were traditionally favoured for their non-correlation to equity markets. But even before COVID arrived on our doorstep more than two years ago, the...
Glenn Freeman
Livewire Markets
Fixed Income

It's all about supply (chains) and demand (destruction)

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...
James Wilson
James Wilson
Jamieson Coote Bonds
Fixed Income

Is it all falling apart?

Years of rapid financialisation has led to colossal debt growth with low interest rates and QE helping to push asset prices ever higher. The tide is rapidly...
Andrew Canobi
Franklin Templeton
Fixed Income

Is the 60-40 portfolio model still relevant?

As inflation has begun to tick up in recent months, prompting a shift in central bank policies around the developed world, the yields on fixed-income assets have...
Glenn Freeman
Livewire Markets
Fixed Income

The quieter debt market sell-off

While the sell-off in growth stocks and tech stocks has garnered most of the headlines this year, there’s been a quieter sell-off happening in debt markets....
Jonathan Rochford
Narrow Road Capital
Fixed Income

Hybrids: The asset turbocharging returns for Yarra Capital

When thinking about a capital structure, on one end of the spectrum you have senior debt and on the other, equity. The securities in the middle can be unloved at...
Angus Kennedy
Livewire Markets
Expert Insights

How transmission effects will shape your investing

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...
James Marlay
Livewire Markets
Fixed Income

Don't know which forecasts to believe? Start by ignoring most of them

Livewire trades in the currency of ideas. Ideas from the leading minds in Australia and abroad, all in the name of making you better investors. You can understand my...
David Thornton
Livewire Markets
Fixed Income

Properly managed, private debt offers attractive yield in a rising rate environment

The conclusion that today's rising rates make private debt securities riskier investments is not as dry cut as you think. Livewire's David Thornton talks to REALM...
David Thornton
Livewire Markets
Fixed Income

Listed Hybrids Playing Catchup

The Australian ASX listed hybrid market generally trades at a premium versus similar securities in the institutional market, meaning listed assets generally produce a...
Chris Black
Chris Black
Alexander Funds Management
Fixed Income

In a highly uncertain world, markets will remain very volatile

Inflation is unlikely to return quickly to any stable trend levels, with more volatility expected in readings as the world returns to a larger boom/bust cycle. This...
Charlie Jamieson
Jamieson Coote Bonds
Expert Insights

Yarra Capital: Where to invest as growth slows

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...
Angus Kennedy
Livewire Markets
Fixed Income

Lean into markets to avoid getting sucked into recency bias

Financial news isn't the most confidence-inducing of things at the moment. Doom and gloom make for good headlines. But investing only for doom and gloom can be a...
David Thornton
Livewire Markets
Fixed Income

Chart of the Week - Banks Taking a Cautious Approach

Credit Spreads vs Lending Standards: The latest Fed loan officer survey (which asks banks whether they are making it easier/harder for people to get a loan), showed...
Callum Thomas
Topdown Charts
Fixed Income

4 banks from Australia and the US go head-to-head

At the time of writing this article, a major war in Europe was entering its fourth week and the US Federal Reserve had increased interest rates for the first of...
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Brad Dunn
Brad Dunn
Daintree Capital
Fixed Income

Where we see the best value in credit markets as inflation returns

As equity market volatility rises and inflation returns, bonds – global and domestic, corporate and government – are once again on investor radars. After the Reserve...
Aaditya Thakur
PIMCO
Expert Insights

Why it’s important to “time” your credit exposure (but not how you might think)

For the last 12 months(1) , fixed-rate credit assets have missed the mark, but floating rate has faired better irrespective of credit quality*. Ares Australia...
Glenn Freeman
Livewire Markets
Fixed Income

The forgotten asset class set to outperform in 2022

Against a backdrop of economic and geopolitical uncertainty, rising inflation, and rate hikes, Roy Keenan of Yarra Capital Management offers his thoughts on an...
Roy Keenan
Yarra Capital Management
Fixed Income

How to maximise returns from your fixed income allocation

Credit markets often get lumped into monetary policy or bond market conversations. The broad-brush treatment is then applied. However, relative value can be found...
David Thornton
Livewire Markets
Fixed Income

Performance-enhancing debt: The key to high returns in a rising rate environment

Throughout history, top performers have done whatever it takes to remain at the summit - however it is the experienced heads that play the game with distinction whose...
Angus Kennedy
Livewire Markets
Fixed Income

This US market is reaching boiling point, what are the alternatives?

Timing the top of a market is an entirely thankless task. For every genius who sold it all in 2007, there are countless others who have moved to cash when diviners...
Joe Millward
Epsilon Direct Lending
Fixed Income

The bond market selloff is a prime opportunity, says KKR

No-man’s land sounds like an unusual place to find opportunities, but that’s how KKR’s Jeremiah Lane describes one of his team’s most fertile hunting grounds. What...
Glenn Freeman
Livewire Markets
The Rules of Investing

Charlie Jamieson: Bond market pricing in "extraordinary" rate hikes

The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - to be waged against aggregate demand - is underway. ...
The Rules of Investing
Livewire Markets
Fixed Income

Is the RBA risking a recession to solve inflation?

The RBA hikes rates by 25bps, with more set to come in 2022 as Australia’s central bank attempts to keep a grip on inflation. With oil and commodity prices set to...
Chris Rands
Chris Rands
Yarra Capital Management
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