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Fixed Income

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

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This is the secret to a diversified portfolio

It's been a rocky road for equities over the past 12 months with volatility reaching all-time highs. Meanwhile, fixed income investors haven't exactly been on easy...
Bella Kidman
Bella Kidman
Livewire Markets
Fixed Income

Strength in house prices good news for bond investors

As governments and central banks around the world try to set their economies into overdrive, inflation has quickly become the key story of 2021. Rising inflation is...
Robert Mead
PIMCO
Fixed Income

The Hitchhiker's Guide to Hybrids

Last week, at one of our Livewire team meetings I told my colleagues that I'd been getting interested in Hybrids, especially since the listing of the brand new...
Bella Kidman
Bella Kidman
Livewire Markets
Fixed Income

At the breakdown: The state of play for fixed income

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...
Charlie Callan
BondAdviser
Fixed Income

Are we heading for a debt trap?

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Positioning for the looming bond supply shock

One significant event risk that we have been actively positioning for is a tsunami of senior bond issuance from Australia’s banks as they seek to gradually repay the...
Christopher Joye
Coolabah Capital
Fixed Income

A high level primer on Islamic finance and bonds

Islamic bonds are a relatively small market which has evolved to satisfy investor demand for fixed income-type securities which are still compliant with Islamic law...
Clive Smith
Expert Insights

Don’t just sit back and hope – get active!

For many investors investing in fixed income means sitting back and collecting the half-yearly interest payments. But Jason Lindeman, Head of Credit Research at...
Livewire Exclusive
Livewire Markets
Fixed Income

Four ways corporate loans can benefit your retirement income portfolio

After the financial market volatility of 2020, many investors are looking for more reliable sources of income and capital stability. However, with official interest...
Andrew Lockhart
Metrics Credit Partners
Fixed Income

The bond "greenium" | Pass or play?

Having launched the first corporate-focused green and sustainable bond fund in Australia, a common question posed to us is in relation to the current green premium or...
Matthew Clunies-Ross
Matthew Clunies-Ross
Artesian Capital Management
Fixed Income

The Crown hybrid conundrum and hybrid misconceptions

Owners of Crown hybrids (CWNHB) have one heck of a bet on their hands. Given the current price, holders have taken a strong view that they will be redeemed on or soon...
Jonathan Rochford
Narrow Road Capital
Fixed Income

What do higher inflation expectations mean for AREITs?

Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...
Mark Mazzarella
Dexus Real Estate Securities
Expert Insights

Lessons from 30 years in credit markets

Jason Lindeman, head of credit research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming...
Livewire Exclusive
Livewire Markets
Fixed Income

Where to find durable income and lower risk

Inflation expectations have been moving up as the outlook for economic growth continues to improve. Forecasts for real GDP growth have continued to rise in...
Adam Grotzinger
Neuberger
Fixed Income

Who’s to blame for the Greensill mess?

Since its insolvency just over a month ago, plenty of information has come to light that helps us understand what went wrong at Greensill. Whilst most of the media...
Jonathan Rochford
Narrow Road Capital
Fixed Income

Is this time different?

Bond markets are undergoing a readjustment. The first quarter of 2021 delivered a sharp rise in yields across developed bond markets in recognition of a much stronger...
Kellie Wood
Schroders
Fixed Income

"Don't start here" - why investing in these times is no joke

There’s an old joke about a lost tourist in Ireland who asks one of the locals for directions back to Dublin: the local responds, “Well sir, if I were you, I wouldn’t...
Glenn Freeman
Livewire Markets
Fixed Income

After the bond market bloodbath

The latest version of Coolabah’s Complexity Premia podcast, hosted by myself and Ying Yi Ann Cheng, is live where we discuss key developments in macro markets,...
Christopher Joye
Coolabah Capital
Fixed Income

US bond auctions: a source of future volatility

The origin of the term "crying" for Auctioneers followed a time when Roman soldiers would thrust spears into the ground to signal the start of the sale of auctions for...
Jesse Imer
Jesse Imer
Fixed Income

Fear is often worse than reality

Bonds have been in the news lately as we have seen growth rebound, inflation expectations rebound, and bond yields rising. In our April 2021 Update from the Australia...
Adam Bowe
PIMCO
Fixed Income

An inflation blow-out unlikely

After a decision to keep rates lower for longer, many market commentators fear that the RBA's ever expanding balance sheet is putting the economy on track for...
Darren Langer
Yarra Capital Management
Fixed Income

The one thing the central banks won’t say about QE

“Only when the tide goes out do you discover who has been swimming naked.”This oft-cited quote is generally attributed to Warren Buffett. The point is obvious; the...
Pete Robinson
Challenger Investment Management
Fixed Income

House prices and New Zealand monetary policy: the debate so far

As central banks around the world have cut interest rates to historically low levels, the potential impact on asset prices has become a major topic of discussion....
Clive Smith
Fixed Income

Just what is going on in the bond market?

Over February 2021, bond yields picked up sharply to move starkly higher than the lows we saw in 2020. By the end of February, the yield across the 10-Year Australian...
Raf Choudhury
Raf Choudhury
State Street Investment Management
Fixed Income

When it comes to credit markets, the fine print matters

While understanding the fine print attached to any investment you buy is important, it matters in some asset classes more than others. When buying ASX listed shares,...
Adam Scully
Adam Scully
Alexander Funds Management
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