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Fixed Income

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

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
Fixed Income
Sponsored

Metrics Income Opportunities Trust (MOT) Entitlement Offer Open

MOT aims to provide monthly cash income, preserve investor capital, and manage investment risks while seeking to provide potential for upside gains through investments...
Livewire Exclusive
Livewire Markets
Fixed Income

Macro and policy trends remain key drivers of fixed income volatility

With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets...
Adam Grotzinger
Neuberger
Fixed Income

New 2.78% pa ANZ hybrid (ANZPJ) looks to be paying a 15-22bps new issue concession

So ANZ have launched a new 7 year hybrid (ASX: ANZPJ) to replace their maturing $1.61bn existing hybrid (ASX: ANZPE), which it has announced will be repaid on 24 March...
Christopher Joye
Coolabah Capital
Fixed Income

The strong case for 50 basis point hikes

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

A top down guide to the HQLA-gap

We’ve previously published bottom-up technical notes on Aussie bank demand for government bonds, which is akin to a new form of quantitative easing or QE (replacing...
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Matthew Johnson
Matthew Johnson
Coolabah Capital
Fixed Income

The RBA’s window to hike interest rates

The Reserve Bank of Australia’s (RBA) balance sheet tightening in 2023 may frame its window to hike rates, since it gives a natural pause to see the effect of...
Kate Samranvedhya
Kate Samranvedhya
Jamieson Coote Bonds
Fixed Income

Powell Giveth, Powell Taketh

In 2022 we expect volatility to increase as a function of central bank liquidity draining from the system. In parallel, we expect inflation to remain persistent, as we...
Charlie Callan
BondAdviser
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