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Fixed Income

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

Fixed Income

Income should be predictable even when markets aren’t

The decline in dividends and other traditional sources of investment income has made it hard for investors to find the income they need without taking on too much...
PIMCO .
PIMCO
Fixed Income

Can you make money in fixed income in the age of The Zero?

Bond yields may have increased sharply last week, but fixed income investing hasn’t got any easier. A large pool of the market still yields next to nothing.For...
Schroders Australia
Schroders
Rapid Fire

An investment with half the risk of equities

Shut up and take my money. What? Well, it's likely the first thing I would have said to you if you had told me that I could invest in an asset that could generate...
Ally Selby
Livewire Markets
Fixed Income

5 reasons why private debt should be on your investment radar

The recent spike in US Treasury bond yields is a clear warning that investors globally are again starting to worry about inflation and the potential impact it could...
Andrew Lockhart
Metrics Credit Partners
Fixed Income

Inside the bond market sell-off

Over February the Australian bond market1 was down approximately 3.5%, suffering its biggest negative monthly return since 1983. In combination with its negative...
Jay Sivapalan
Janus Henderson
Fixed Income

Over the inflation hill

Bond markets were on the back foot in February, in a material way, as global positions were liquidated challenging Central Banks in a way we have rarely seen since the...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Ark of the Covenant

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...
Charlie Callan
BondAdviser
Fixed Income

Why you should be wary if bond rates rise

Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative "assets" like cryptocurrency. But, if...
Roger Montgomery
Montgomery Investment Management
Fixed Income

Investing according to your risk tolerance: 3 ideas for 2021

In an environment of extremely accommodative monetary policy with policy rates at a record-low 0.1% and term deposit rates not much higher, investors are increasingly...
Robert Mead
PIMCO
Fixed Income

12 charts to help you make sense of the bond market

Bond yields are currently experiencing one of their fastest sell-offs since 2009, resulting in the largest one-month move in 10 years. While many in the market were...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Credit lessons from the Greensill downfall

The expected imminent bankruptcy of Greensill Capital might come as a surprise given it had recently been touted as having an equity valuation of $7 billion. However,...
Jonathan Rochford
Narrow Road Capital
Expert Insights

How to follow a safer path to profit

Humans love a good story, and, in the vast majority of situations, that’s not a bad thing. But for investors, getting seduced by a good narrative can be a recipe for...
Livewire Exclusive
Livewire Markets
Fixed Income

What’s driving interest rates higher?

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Income investing: Get set for the biggest challenge of 2021

The end of JobKeeper on 28 March will leave Australian business owners with an $85 billion funding hole, as the tablecloth is yanked out from underneath them. But what...
APT
Glenn Freeman
Livewire Markets
Fixed Income
Sponsored

Superior returns without duration risk

The driver of a large amount of fixed-income performance over the last decade has been the secular decline in long-term interest rates. In Australia, the 10-year...
Livewire Exclusive
Livewire Markets
Fixed Income

Is this the RBA's "whatever it takes" moment?

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Fixed Income

The story of Average Jane

We’re feeling pretty queasy about 2021. Now to be fair, us fixed income managers are rarely the glass-half-full types. We spend our days focusing on the downside, the...
Pete Robinson
Challenger Investment Management
Fixed Income

The rise and fall of LIBOR

The use of the London Interbank Offer Rate (LIBOR) as a reference rate for financial contracts has been a ‘lynch pin’ of the financial system for over a generation....
Clive Smith
Fixed Income

Worst bond blood bath since 1994

In the AFR today I write that it is one of the worst bloodbaths “long duration” bond lovers have endured since the great crash of 1994, ramming home the interest rate...
Christopher Joye
Coolabah Capital
Fixed Income

New CBA hybrid Perls XIII offers a new issue concession

In contrast to Macquarie's new 6.5 year, sub-investment-grade hybrid security, which (unusually) priced with a negative new issue concession inside the prevailing...
Christopher Joye
Coolabah Capital
Fixed Income

How will the recovery influence risk and returns?

As the macro risks associated with COVID-19 have loomed over global markets and economies for almost a year now, changing expectations of the shape and strength of the...
Charlie Jamieson
Jamieson Coote Bonds
Rapid Fire

PIMCO: It’s time to embrace lower rates

For some, the RBA’s most recent policy move, pegging rates at 0.1%, was a tipping point in their realisation that low rates are here to stay. For Robert Mead, who...
James Marlay
Livewire Markets
Fixed Income

The race between infections and injections

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

The secret to sourcing yield without duration risk

At the risk of stating the obvious, 2020 was a year marked by the challenges of COVID-19. In the first part of the year, we saw large drawdowns in risk market, as well...
Neuberger Berman
Neuberger Berman
Fixed Income

Could housing be the good news story for 2021?

Everyone loves a good housing story and it’s looking like 2021 could become a best seller. But at what cost? According to the numbers, we’re still in an economic hole,...
Chris Rands
Chris Rands
Yarra Capital Management
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