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Fixed Income

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

Fixed Income

What rate hikes mean for mortgages and household spending

Bond yields are backing up big time – the US 10yr Treasury yield is up by more than a percent now sitting above two and a half percent. The Australian 10yr...
Adam Bowe
PIMCO
Expert Insights

How Neuberger Berman is positioned as volatility rocks global debt markets

Staying nimble and remaining responsive to opportunities as they present themselves is one of the key aspects of how Neuberger Berman’s Adam Grotzinger is currently...
Glenn Freeman
Livewire Markets
Fixed Income

State budget deficits forecast to be up to $30bn smaller over FY22 and FY23, slashing debt issuance needs

A new report projects that the deficits across the key States will be up to $11 billion smaller in FY22 and up to $18 billion smaller in FY23. Coolabah Capital's...
Christopher Joye
Coolabah Capital
Expert Insights

Neuberger Berman: Recession isn't imminent despite the catastrophe in Ukraine

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...
Glenn Freeman
Livewire Markets
Fixed Income

Receding tide reveals the best opportunities for active investors

Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices following Russia’s invasion of Ukraine, central banks are...
Phil Strano
Yarra Capital Management
Fixed Income

Bond markets and opportunistic investments

Now that the US Federal Reserve (Fed) has lifted off zero interest rates, and the Reserve Bank of Australia (RBA) is expected to follow suit in 2022, I felt it would...
Jay Sivapalan
Janus Henderson
Fixed Income

How high and how fast can rates go?

Rates will go up, but the speed and extent of the hikes remains an open question. In this podcast, Chris Rands from Yarra Capital Management discusses whether the...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Using ESG factors to create a diversified investment style

Given the wide range of fixed income managers and products, differentiating credit capabilities can become increasingly complicated once environmental, social and...
Clive Smith
Fixed Income

Is there value in fixed income?

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
Fixed Income

Thought fixed income was all the same? Think again

In a world where official rates are moving, or about to move up, there is a view that all fixed-income assets will provide declining returns. But Andrew Lockhart from...
David Thornton
Livewire Markets
Rapid Fire

Bonds aren't about to disappear. Here's why

By almost anyone’s measure, 330 years is an impressive lifespan. And with the first-ever government bond issued by the Bank of England in 1693, it’s unlikely the fixed...
Glenn Freeman
Livewire Markets
Fixed Income

Lowering investor risk with ESG-aware lending

Having strong ESG (Environmental, Social, and Governance) practices as a company is a no-brainer. It wins you customers, employees, and investment. It also wins you...
David Thornton
Livewire Markets
Rapid Fire

The end of a four-decade bull market (and where to invest now)

The yield on the Australian 10-year government bond has reached 2.7%, its highest level in years, as central banks around the world move to stymie inflation. Last...
Ally Selby
Livewire Markets
Fixed Income

The year of transition

This year is going to be year of transition. We're seeing interest rates go up globally and in fact, I think Central Banks generally are behind the curve, so they...
Richard Quin
Bentham
Fixed Income

What about Ukraine?

Federal Treasurer Josh Frydenberg and Minister for Superannuation Jane Hume released a joint statement earlier in the month that called on the $3.5 trillion super...
Arian Neiron
VanEck
Fixed Income

State bonds increasingly becoming a safe haven asset and credit hedge

Bank traders have frequently reported AA to AAA rated State government bonds (or semis) have been increasingly behaving like a "safe-haven" asset as the spreads they...
Christopher Joye
Coolabah Capital
Fixed Income

Putin, inflation, rate hikes: How to weather the volatility ahead

We cautioned investors that 2022 would likely see increased volatility thanks to the removal of three key policy accommodations over the year, including the end to QE,...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Flight to safety - where to find value in defensive assets

Caution rules the day in our current macro environment. And of course, investing in fixed income is lower risk than stocks, particularly if you’re getting nearer to...
Glenn Freeman
Livewire Markets
Fixed Income

Swap spreads to tighten as the bond-premium fades

Swap spreads are being driven by expensive bonds In advance of next week’s roll, Aussie swap spreads have widened to extremes last seen just prior to the December...
Matthew Johnson
Matthew Johnson
Coolabah Capital
Fixed Income

Policy normalisation presents "tremendous opportunity" for income investors

A few weeks ago, it would have been fair to say that we were probably set for a number of interest rate increases this year. Fast forward to where we are now and a...
Robert Mead
PIMCO
Fixed Income

RBA remains patient on rate hikes

The RBA continued to keep rates on hold this month even though Inflation picked up more quickly than they expected. The length of time it took to resolve supply chain...
Chris Rands
Chris Rands
Yarra Capital Management
Rapid Fire

What you can expect as rates rise

The market is projecting the Australian cash rate to rise to 1.20% by the end of the year, this implies that the RBA hikes 4.5 times on current numbers. Interestingly,...
Livewire Exclusive
Livewire Markets
Fixed Income

New CBA hybrid launched paying 2.84% pa, about 0.15% pa more than market

CBA has launched a new investment-grade hybrid (ASX: CBAPK) to replace the maturing $1.64 billion CBAPF security, the latter of which will be repaid on 31 March 2021....
Christopher Joye
Coolabah Capital
Fixed Income

The dominance of Active (versus Passive) fixed income – the Australian listed sector

This is not about the tired old Active versus Passive equities debate. In the world of fixed income (FI), Active versus Passive matters considerably more and in FI,...
Rodney Lay
Rodney Lay
Risk Return Metrics
Fixed Income

Rates are finally rising – here come the bond market doomsayers

For the first time in over a decade, it looks like overnight cash rates are finally going to rise at some stage in 2022.This is the moment the bond doomsayers have...
Jonathan Sheridan
Jonathan Sheridan
FIIG Securities
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