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Fixed Income

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

The Rules of Investing

The world is complex. Beyond the headlines is where the real opportunities lie

Feeling flustered amid the heightened market volatility? Now is the time to stay informed and manage your portfolio.
The Rules of Investing
Livewire Markets
Fixed Income

Government debt levels don’t drive yields

There has been a lot of talk in the press recently about how government debt influences interest rates. However, the data tells a different story. Government borrowing...
Darren Langer
Yarra Capital Management
Fixed Income

Macquarie sees rates moving much lower, creating opportunities in bond markets

With 10-year US Treasury yields set to drop, Macquarie sees a key moment for bond investors to lock in high returns, stability and growth.
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Vishal Teckchandani
Livewire Markets
Fixed Income

'Safe as houses' - reliable income as rates fall and dividends decline

La Trobe Financial has been investing in private credit for over 70 years and they have a process proven to deliver through many cycles.
James Marlay
Livewire Markets
Fixed Income

A tale of two journeys for bond and equity holders

We examine the starkly different outcomes investors can experience with the same issuer.
Darryl Bruce
Income Asset Management
Fixed Income

More headwinds for income investors

Case strengthens to look beyond term deposits, bank hybrids for portfolio yield.
PM Capital
PM Capital
Fixed Income

The changing landscape for income investors in 2025

We discuss why, despite Governor Bullock’s remarks following the RBA meeting, we still expect three more rate cuts this year.
Adam Bowe
PIMCO
Fixed Income

The “Magnificent 7” reasons why now is a good time to invest in core bonds

In an era of rising uncertainty and falling cash rates, core bonds offer not only attractive yield but also a vital hedge against volatility
Adam Bowe
PIMCO
Fixed Income

The fading affect bias in investing: a cycle of risk

Investing isn't just about numbers and market trends; it's also heavily influenced by our own psychology.
Sam Evans
Manning Asset Management
Fixed Income

Listed hybrids likely to trade tighter

Bank Hybrids are trading historically tight, but they have a lot of room to move.
Nicholas Chaplin
Seed Funds Management
Fixed Income

The seesaw of economic trends tipping towards a Feb rate cut

There is a considerable amount of noise as we head into this week’s much anticipated first RBA meeting of the year. There are plenty of arguments either side on why...
Jessica Ren
Yarra Capital Management
The Rules of Investing

Cuts are coming, equities are full, and Trump is being underestimated by everyone

Yarra Capital's Roy Keenan is a fixed income tragic, with 40+ years in the chair. Here, he shares his take on today's key market themes.
The Rules of Investing
Livewire Markets
Fixed Income

The AT1 phase-out: Challenges and opportunities for fixed income investors

Yarra's Roy Keenan has been buying and selling AT1 hybrids for decades. With them being phased out by 2032, he discusses what happens next.
Chris Conway
Livewire Markets
Fixed Income

8%-plus returns without big risks? This overlooked asset class could fit the bill

For conservative, income-focused investors, this alternative strategy boosts yields with built-in protections. Here's how it works.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

How Realm plans to reshape listed investment trusts

Realm Managing Partner Andrew Papageorgiou says the Dominion Income Trust is a step forward for investors seeking income on the ASX.
James Marlay
Livewire Markets
Fixed Income

The rules of this $40 billion game have changed. Here's what it means for you

Fixed income investors would be wise to start planning for the end of the AT1 hybrid market in Australia.
Roy Keenan
Yarra Capital Management
Outlook Series

Time to shine: Why bonds offer compelling opportunities in 2025

Investors are likely to extract equity-like returns in 2025 without the prospect of the impairments
Adam Bowe
PIMCO
Fixed Income

Why we still think the Australian economy can pull off a soft landing

We expect better outcomes for fixed income markets in 2025 than in recent times now that the extreme rate tightening is past, yields are still at attractive levels and...
Darren Langer
Yarra Capital Management
Fixed Income

Rotations aren't just happening in stocks - they're also happening in this asset class

Australian investment grade credit in 2025 remains strong, supported by healthy corporate balance sheets and a supportive economic backdrop.
ALD
SCG
Roy Keenan
Yarra Capital Management
Fixed Income

A brighter start with some bumps along the way

The macro themes and opportunities investors should take into consideration as they navigate the future of fixed income.
Jay Sivapalan
Janus Henderson
Fixed Income

It's time for a change

After years of sharp analysis and spirited debates, Jessica Ren and I sign off for the very last time in the final episode of The Rate Debate. From resilient labour...
Darren Langer
Yarra Capital Management
Fixed Income

The Trump Bump

Higher for longer is good news for fixed income.
Kellie Wood
Schroders
Fixed Income

A playbook for credit investors in 2025

As we end a year marked by rate market volatility and shifting dynamics, 2025 looks set to continue the ‘higher-for-longer’ environment
Phil Strano
Yarra Capital Management
Fixed Income

Central banks note limited risks on non-bank lending

Central banks have looked at the growth of private credit (and associated risks) and have given the sector a cautious stamp of approval.
Simon Arraj
Vado Private
The Pitch

The one thing investors should be paying most attention to in the next 12-24 months

Plus, we examine the nuts and bolts of investing in this consequential asset class.
Sara Allen
Livewire Markets
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