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Fixed Income

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

Expert Insights

This is how markets will put rate rises out of reach

The RBA has steadfastly maintained its intentions to keep the cash rate at its current level until 2024, even in the face of high property prices, rallying share...
Livewire Exclusive
Livewire Markets
Fixed Income
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Why fixed income still matters

Diversification as an investing principle never goes out of style. But in today’s low-rate environment, do bonds still provide effective diversification in a...
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Livewire Markets
Fixed Income

The case for China bonds comes down to fundamentals

As was highlighted in last month's paper the case for allocating funds to Chinese fixed income markets based on low historical correlations to other global bond...
Clive Smith
Fixed Income

NSW to use $28bn Debt Retirement Fund to help reduce COVID-induced debt issuance

There are several recent developments in this important story, which I originally covered here. On Friday I wrote in the AFR that the NSW Treasurer, Dominic Perrottet,...
Christopher Joye
Coolabah Capital
Rapid Fire

An all-weather asset class for risk-averse investors

Having slipped under the radar of many investors so far, private debt is a relatively small but fast-growing asset class in Australia and New Zealand. Ideally suited...
Glenn Freeman
Livewire Markets
Fixed Income

More fiscal, less monetary stimulus: What this means for your portfolio

With sweeping lockdowns and a rampant Delta strain, the optimism that was slowly bubbling in June soon dwindled. Economic activity is set to contract, yet in...
Adam Bowe
PIMCO
Fixed Income

Looking past the peak: Opportunities for Australian portfolios

Following the release of our June Cyclical Outlook, Adam Bowe and I held a livestreamed webcast for Australian clients to discuss the outlook for Australia’s growth,...
Robert Mead
PIMCO
Fixed Income

NAB launches first 5-year major bank senior bond issue since January 2020

NAB has launched the first benchmark 5-year major bank senior bond issue since January 2020 (ie, prior to the advent of the COVID-19 crisis). This was consistent with...
Christopher Joye
Coolabah Capital
Fixed Income

No boom to come: Savings will remain high

The price of money or rate of interest in a market-determined framework is a function of supply and demand which pertains to savings and investment (borrowing). ...
Andrew Canobi
Franklin Templeton
Fixed Income

COVID presents survival of the fittest for credit issuers

Strong underlying fundamentals and a favourable outlook for 2022 and beyond are apparent across non-investment grade (IG) credit. Within such markets, issuer default...
Joseph Lind
Neuberger
Expert Insights

Spotting unscrupulous spruikers and other credit market potholes

March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or...
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Livewire Markets
Fixed Income

Global capital securities – an income alternative and complement to local hybrids

With interest rates near all-time lows, ASX-listed bank hybrids have become an increasingly popular source of regular and stable income for clients alongside the...
Richard Quin
Bentham
Fixed Income

Is the Australian economy alive; is housing a protected species?

We may not know the answer to this first question for years to come – at least until the “artificial supports” from the government and broader public sector are...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Finding income in a low-interest environment

Looking at fixed income as an asset class in isolation, there are three key benefits required to make an investment allocation. These are: The expected income or...
Jesse Imer
Jesse Imer
Fixed Income

Chinese bonds: Focus on fundamentals not historical correlations

One of the benefits often touted from adding Chinese exposures to global bond portfolios are the diversification benefits arising from the lower global bond...
Clive Smith
Fixed Income

Wesfarmers breaks green bond ground

Australia’s sustainable bond universe blew past $15 billion in 2020, but still lags the European market by four or five times on a relative basis, says Realm...
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Glenn Freeman
Livewire Markets
Expert Insights

How much risk is your fund manager really taking?

A simple maxim in investing is that to generate a higher return you must take on more risk. This fundamental rule applies across asset classes, from equities through...
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Livewire Markets
Fixed Income

Shred it for credit

Despite writing this from a Sydney that is still in lockdown (and expected to remain that way for a while longer) and noting a surge in COVID-19 Delta variant cases...
Mark Bayley
Kapstream
Fixed Income

Don’t let the window of opportunity close

‘Defend and protect’ is the name of the game when investing in government bonds, according to Charlie Jamieson from Jamieson Coote Bonds. As any basic financial...
Patrick Poke
Livewire Markets
Fixed Income

How do hybrids perform under stress?

Over the last decade, hybrids have produced returns that have been comparable or better than most other asset classes, but for any investor that is only half the...
Campbell Dawson
Elstree Investment Management
Fixed Income

Why are bond yields so low?

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...
Kerry Craig
J.P. Morgan Asset Management
Fixed Income

The rising stars in today’s market

Fixed income is littered with concepts that are often hard to grasp. The same can not be said about Rising Stars and Fallen Angels. It’s not a fairy tale, but rather a...
Joseph Lind
Neuberger
Fixed Income

Steeper yield curve brings a flood of opportunities

With the now familiar ‘reflation trade’ (one of the more overused terms of 2021!) now evident, the resulting steeper interest rate yield curve is providing a happy...
Phil Strano
Yarra Capital Management
Fixed Income

Bird of prey nowhere to be seen

With spreads largely at all-time lows and sourcing real yield proving problematic, asset allocation is challenging for those with constrained mandates. Flexibility in...
Charlie Callan
BondAdviser
Expert Insights

A 10% allocation that can increase returns over the long haul

In an era when large swathes of fiscal stimulus are flooding markets creating unpredictable outcomes, the prospect of inflation and a little stability goes a long way....
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Livewire Markets
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