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Fixed Income

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

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
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
Expert Insights

What the ongoing yield curve inversion is telling this investor

It was a feature in every headline earlier this year, but it seems to have slipped away as financial markets turned their attention to other concerns. But we cannot...
Hans Lee
Livewire Markets
Fixed Income

Chart of the Week - CRE Credit Crunch

Commercial Real Estate Outlook: I just had a look at the latest Fed Loan Officer survey, and things are not looking good for what is a heavily credit-driven sector…...
Callum Thomas
Topdown Charts
Fixed Income

The next domino in China’s property saga

Imagine a US-dollar bond paying essentially a 118% yield. It pays a coupon of 4.2% and is priced at approximately 8 cents in the dollar. What’s the catch you are...
Janu Chan
Bitesized Economics
Fixed Income

Storm clouds continue to gather in global markets

The RBA hiked rates for the seventh consecutive month as it seeks to stifle inflation. Global central banks continue aggressive monetary tightening despite early...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

When going passive, make sure it is for the right reasons

Arguments in favour of passive management have been made by a range of parties across both the academic and financial worlds. While there are grounds for favouring...
Clive Smith
Expert Insights

Why we haven't reached "peak panic" yet in the bond selloff

If there is anyone we trust to make financial markets that little bit more fun/everyman, it's the one and only Ally Selby. Recently, she wrote a piece questioning...
Hans Lee
Livewire Markets
Expert Insights

3 defensive asset classes to bolster portfolios in FY23

Soaring inflation, hefty interest rate rises, and worsening consumer sentiment have seen the possibility of a US recession become the greatest "will-they-won't-they"...
Ally Selby
Livewire Markets
Fixed Income

The Gilt trip

For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...
Anthony Choi
Anthony Choi
Realm Investment House
Expert Insights

Why picking bonds is as important as picking stocks

Around the proverbial four walls of Livewire, everyone loves to talk about how investors pick the best stocks. It's not just about getting exposure to the Big Four...
Hans Lee
Livewire Markets
Fixed Income

Rollercoaster ride to reality

Financial markets have entered a period of head-spinning volatility. Exhibit one: the US stock market’s rollercoaster ride around the September inflation release....
Sonal Desai
Franklin Templeton
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
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