Home Wires

Fixed Income

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

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
The Rules of Investing

The biggest question facing investors today

All investors are at the mercy of interest rates. As interest rates go down, asset values go up, which has been a huge supporter of returns in recent years. But it...
The Rules of Investing
Livewire Markets
Expert Insights

Avoid volatility and keep your yields high

Throughout COVID-19 there was a dearth of dividend payouts, compounded with a low-interest rate environment that has been devastating to those who rely on regular...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

A portfolio that will help you sleep at night

While you might be able to rest easy with an investment in this fund, be assured that the managers are not. "Our portfolio is not set and forget," said head of credit...
Mia Kwok
Mia Kwok
Livewire Markets
Fixed Income

What soaring inflation expectations mean for portfolios

Economies are emerging from one of the largest economic downturns in modern history, even if it was only short-lived. As the recovery takes hold off a low base,...
Jay Sivapalan
Janus Henderson
Rapid Fire

Where to find growth if inflation stays lower for longer

For investors at least, central banks have arguably become as important as the economies they oversee, as markets fixate on the ebb and flow of government bond-buying...
Glenn Freeman
Livewire Markets
Fixed Income

Income should be predictable even when markets aren’t

The decline in dividends and other traditional sources of investment income has made it hard for investors to find the income they need without taking on too much...
PIMCO .
PIMCO
Fixed Income

Can you make money in fixed income in the age of The Zero?

Bond yields may have increased sharply last week, but fixed income investing hasn’t got any easier. A large pool of the market still yields next to nothing.For...
Schroders Australia
Schroders
Rapid Fire

An investment with half the risk of equities

Shut up and take my money. What? Well, it's likely the first thing I would have said to you if you had told me that I could invest in an asset that could generate...
Ally Selby
Livewire Markets
Fixed Income

5 reasons why private debt should be on your investment radar

The recent spike in US Treasury bond yields is a clear warning that investors globally are again starting to worry about inflation and the potential impact it could...
Andrew Lockhart
Metrics Credit Partners
Fixed Income

Inside the bond market sell-off

Over February the Australian bond market1 was down approximately 3.5%, suffering its biggest negative monthly return since 1983. In combination with its negative...
Jay Sivapalan
Janus Henderson
Fixed Income

Over the inflation hill

Bond markets were on the back foot in February, in a material way, as global positions were liquidated challenging Central Banks in a way we have rarely seen since the...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Ark of the Covenant

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...
Charlie Callan
BondAdviser
Fixed Income

Why you should be wary if bond rates rise

Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative "assets" like cryptocurrency. But, if...
Roger Montgomery
Montgomery Investment Management
Fixed Income

Investing according to your risk tolerance: 3 ideas for 2021

In an environment of extremely accommodative monetary policy with policy rates at a record-low 0.1% and term deposit rates not much higher, investors are increasingly...
Robert Mead
PIMCO
Fixed Income

12 charts to help you make sense of the bond market

Bond yields are currently experiencing one of their fastest sell-offs since 2009, resulting in the largest one-month move in 10 years. While many in the market were...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Credit lessons from the Greensill downfall

The expected imminent bankruptcy of Greensill Capital might come as a surprise given it had recently been touted as having an equity valuation of $7 billion. However,...
Jonathan Rochford
Narrow Road Capital
Expert Insights

How to follow a safer path to profit

Humans love a good story, and, in the vast majority of situations, that’s not a bad thing. But for investors, getting seduced by a good narrative can be a recipe for...
Livewire Exclusive
Livewire Markets
Fixed Income

What’s driving interest rates higher?

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...
Chris Rands
Chris Rands
Yarra Capital Management
726-750 of 1138