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Fixed Income

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

Fixed Income

How to assess this viable fixed-income investment

The latest APRA statistics for lending by Authorised Deposit-taking Institutions have recently been released for the June quarter. A noticeable trend is the declining...
Omar Khan
Omar Khan
Freehold Investment Management
Fixed Income

Could house prices top 20% growth in 2021?

If anyone questioned the power of low interest rates to drive house prices in Australia, they only need look back at 2020. Despite COVID-19, the recession, high...
Chris Rands
Chris Rands
Yarra Capital Management
Expert Insights

Why Coolabah is painting a rosy picture for 2021

Ying Yi Ann Cheng, Portfolio Management Director at Coolabah Capital Investments, says the manager spent almost one billion dollars buying assets in March 2020 in...
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Livewire Markets
Fixed Income

A good yield that won't cost a good sleep

As one of the last bastions of decent risk-adjusted yield, where 7% p.a. - 12% p.a. is typical, private debt is becoming increasingly popular with investors looking to...
Michael Houghton
Lucerne Funds Pty Ltd
Fixed Income

More cracks are appearing in Chinese credit

Investing in Chinese debt used to be easy. Chinese bonds and loans almost never defaulted and when they did there was almost always a government bailout. Recent years...
Jonathan Rochford
Narrow Road Capital
Fixed Income

4 answers to the RBA’s toughest questions

After six months of sitting on the sidelines, the RBA has finally eased rates. It’s left many questioning their timing. So, we decided to explore what shifted in their...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

How investors can address low real returns on cash

The dramatic drop in cash and term deposit rates this year has been challenging for investors, particularly retirees who depend on regular, reliable income streams....
Aaditya Thakur
PIMCO
Fixed Income

Lessons from 20 years in bond markets

It all starts from accepting that the market is always correct while investors are anything but perfect. As a bond manager with 20-years’ experience investing in...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income
Sponsored

Fishing for yield? Cast your net wide

Investors could be forgiven for missing the RBA’s latest cut that saw the local cash rate plumb new depths of 0.1%, given competing headlines from the Melbourne Cup...
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Livewire Markets
Fixed Income

RBA finally unleashes the bazooka

If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in to hear...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Using duration as a counterweight to credit can improve investor outcomes

Active duration exposures are often seen by investors as more of a tactical tool within fixed income portfolios, reflecting a directional view regarding interest...
Clive Smith
Expert Insights

Corporate bonds to shine as new credit cycle begins

As Covid-19 ravages through impecunious issuers across the fixed income universe, Adam Grotzinger of Neuberger Berman expects the credit cycle to start afresh as...
Vishal Teckchandani
Livewire Markets
Fixed Income

More QE is coming

In October, the Reserve Bank of Australia (RBA) communicated that it would consider lowering 10-year Australian government bonds yields and would not be surprised if...
Kate Samranvedhya
Kate Samranvedhya
Jamieson Coote Bonds
Expert Insights

Generating yields from fixed income ETFs

While exchange-traded funds (ETFs) have erupted in popularity among Australian investors, the enthusiasm has been largely weighted towards equity and gold-based funds....
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Fixed Income

Structured finance and the opportunities for private debt investors

Australia’s Q2 2020 Gross Domestic Product (GDP) figures were released on September 2nd, 2020, revealing a 7% Quarter on Quarter fall, the largest since GDP records...
Brett Craig
Aura Group
Fixed Income

BBB rated, A+ returns

With exceptionally low yields across most developed markets and asset classes, investors are increasingly having to take more risk to achieve higher returns. Even...
Phil Strano
Yarra Capital Management
Expert Insights

Why inflation is a risk

High inflation seems to be a topic befitting of an ancient economics history syllabus. It’s hard to remember when sustainably rising consumer prices were an issue....
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Fixed Income

Our approach to maintaining durable income

The new environment of zero rates and higher credit market volatility calls for a new approach to durable income investing—one that can go anywhere, but remains...
Adam Grotzinger
Neuberger Berman
Fixed Income

Assessing Australians' income options

With the COVID-19 pandemic continuing to disrupt economies and markets, investors are in uncharted territory, but the traditional benefits of a broad opportunity set...
Robert Mead
PIMCO
Fixed Income

The leveraged loan market has gone feral

The US leveraged loan market has had a tough year but the pain is set to continue for years to come. At the start of the year margins were low and competition for...
Jonathan Rochford
Narrow Road Capital
Fixed Income

Will lower interest rates fix the economy?

September delivered a wobble in risk markets combined with growing expectations of further RBA policy support delivering positive returns for fixed income investors....
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Opportunities in alternative credit

Alternative Credit investments span the liquidity spectrum and are secured by assets that generate cash flows upon which the investment relies for repayment. From an...
Charles Arduini
Charles Arduini
Ares Wealth Management Solutions
Fixed Income

Currency exposure offers diversification benefits for Australian portfolios

Diversification has famously been described as the “only free lunch in finance”1 for its potential to reduce risk without sacrificing returns. It seems that this free...
Aaditya Thakur
PIMCO
Rapid Fire

They’re cheap, high-returning, low risk – and they aren’t stocks

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...
Patrick Poke
A Rich Life
Expert Insights

The strategic asset allocation reset

With the thunderous volatility in markets and extraordinary levels of policy intervention, BlackRock’s ETF business iShares is seeing ~70% of fund flows heading into...
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