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Fixed Income

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

The Pitch

Australia’s rate-cutting cycle will be shallow. Here's what it means for investors

As the market shifts for fixed income, this is where Western Asset Management is investing.
Sara Allen
Livewire Markets
The Pitch

How to identify mispriced opportunities in the market

…and where Western Asset Management’s Anthony Kirkham is investing.
Sara Allen
Livewire Markets
Fixed Income

Uncertain RBA overshadowed by US election

In Episode 52 of The Rate Debate, Investment Manager Jessica Ren and I dive into the US election’s potential outcomes, exploring its implications for bond markets,...
Darren Langer
Yarra Capital Management
Fixed Income

A new era for tactical fixed income

APRA recently revealed plans to phase out banks’ use of AT1 capital - an atypical event in a sector offering attractive long-term returns
Roy Keenan
Yarra Capital Management
Fixed Income

Preparing your portfolio for the biggest event risk this year

The two main economic policies at play in the election are fiscal and tariffs and their impacts on US macro fundamentals and rates.
Kellie Wood
Schroders
Fixed Income

Diverging interest rates create opportunity for Australian investors

While global interest rates increased in unison in response to rising inflationary pressures in 2022 and 2023, the pathway to lower rates may not be as synchronised....
Marc Jocum
Global X ETFs
Fund in Focus
Sponsored

Christopher Joye says green shoots are on the horizon after years of pain

Staying liquid and defensive has been the play in fixed-income markets. Coolabah's Christopher Joye says a new opportunity is emerging
James Marlay
Livewire Markets
The Pitch

Just because interest rates are being cut right now doesn't mean investors should take more risk

Turn down the noise - and the risk - with this episode of The Pitch.
Hans Lee
Livewire Markets
Fixed Income

Rebound in construction lending indicates improving conditions

Investors can be more confident that development budgets are accurate and project costs will be controlled with strong demand for housing.
Simon Arraj
Vado Private
The Pitch

One of this investor's favourite places to hunt for alpha is Australia

...Here is where he is finding some of his best ideas.
STO
Hans Lee
Livewire Markets
The Pitch

3 regions where you can get bang for your investing buck

Plus, why this fund manager can spend as much as 25% of his time on finding short ideas for his portfolio.
Hans Lee
Livewire Markets
Fixed Income

All central banks are cutting rates, will the RBA get it wrong again? We think so!

Kellie Wood
Schroders
Fixed Income

How you can enhance your income when interest rates fall

Rates globally have started falling and even locally, fixed income is starting to price in cuts. Where can investors look instead?
Sara Allen
Livewire Markets
Fixed Income

Cut by how much?

What is the read through from a Fed cutting 50 basis points last month? Nothing.
Andrew Canobi
Franklin Templeton
Fixed Income

The best opportunity I’ve ever seen to generate alpha

In a “higher for longer” interest rate environment, it's important for investors to find quality income while avoiding unnecessary risk.
Roy Keenan
Yarra Capital Management
Fixed Income

Christmas has come early for this asset class: What the Fed cut and RBA hold could deliver to investors

The Fed's delivered a jumbo cut and bond investors are celebrating.
Aaditya Thakur
PIMCO
The Pitch

The key to maintaining sustainable income in the current market

…and how to receive your distributions more frequently.
Sara Allen
Livewire Markets
Fixed Income

Hotspots of risk in Australia's credit markets

With Australian credit the in-vogue topic, there are no shortage of compelling pitches for why to invest.
Josh Manning
Manning Asset Management
The Pitch

Banks are the cornerstone of the Australian economy, but is there a better option for exposure?

Global X ETFs' Marc Jocum believes looking further into the capital structure could be the answer.
Sara Allen
Livewire Markets
Fixed Income

Is the ghost of Bill Shorten's failed attack on franking credits looming again?

What is the real motivation behind APRA's proposal to phase out bank hybrids from capital markets?
Nicholas Chaplin
Seed Funds Management
Fixed Income

Why the coming downturn is good for investors

As monetary policy works its way through various economies reducing final demand it has, by design, the dual outcomes of softening labour markets and lowering...
Jay Sivapalan
Janus Henderson
Fixed Income

The link between standup comedy and investing in this asset class

As the RBA approaches an easing cycle, bond investors who play the yield curve well have a small window of opportunity for the last laugh.
+1
Cameron McCormack
VanEck
Fixed Income

Last call on A$ AT1

APRA has rung the bell on bank AT1 hybrids. We add our two cents.
Charlie Callan
BondAdviser
Fixed Income

Did APRA just make banks riskier to reduce its own reputational risks?

Is the banking regulator ramping up bank leverage and risks faced by depositors to protect itself?
Christopher Joye
Coolabah Capital
Fixed Income

APRA proposes to phase-out bank hybrids by 2032

A surprising yet sensible proposal from the banking regulator, which will keep insurance hybrid securities in place
Christopher Joye
Coolabah Capital
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