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Fixed Income

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

Fixed Income
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One asset class that passed the recent stress test

2018 was tough for most asset classes with the blowtorch being applied in the final quarter of the year. While markets have rebounded in 2019 the volatility provided a...
Livewire Exclusive
Livewire Markets
Fixed Income

One way to yield more from bonds than equities

Given the expectation of increased volatility at this later stage of an expansion, we see global fixed income as playing an increasingly important role in providing...
Robert Mead
PIMCO
Fixed Income

The pros and cons of high yield bonds

One of the unlikely outcomes from what we now might call the “franking credits scare” that dominated the election campaign has been the realisation among many...
Elizabeth Moran
Elizabeth Moran
Elizabeth Moran Consulting
Fixed Income

Telling the debt story in an equities world

Seeking to list a commercial real estate (CRE) debt fund in Australia was never going to be easy. As well as the normal vicissitudes that any transaction faces, one of...
Andrew Schwartz
Qualitas
Fixed Income
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What to hold and what to fold if markets take a tumble

On a recent visit to Sydney we spoke with Vivek Bommi, Senior Portfolio Manager at Neuberger Berman, about the types of companies that he is most comfortable holding...
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Livewire Markets
Fixed Income
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How to get stable income in a low-yield world

As many investors approach retirement, stable income can be increasingly hard to find in what can only be described as a low-yielding world. But what many investors...
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Livewire Markets
Expert Insights

Beware the Fed's starting pistol

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually...
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Livewire Markets
Fixed Income
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MXT: Offering investors attractive monthly returns

The MCP Master Income Trust (ASX:MXT) is currently undertaking an entitlement and shortfall offer, which has received a strong response from both new and existing...
Livewire Exclusive
Livewire Markets
Fixed Income

House prices to jump 5% to 10% if RBA cuts after huge APRA rate cut... (and election consequences for bank capital structures)

As very active capital structure investors, we are constantly engaged in repricing the absolute and relative valuation levels spanning preferred equity, subordinated...
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Christopher Joye
Coolabah Capital
Fixed Income

Housing turns from threat to opportunity

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...
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Christopher Joye
Coolabah Capital
Fixed Income
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Good returns without the volatility

With the backing of a highly experienced team, the Perpetual Credit Income Trust provides investors with access to the entire breadth of the credit market, including...
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Livewire Markets
Fixed Income

The End of the Housing Correction

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...
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Christopher Joye
Coolabah Capital
Fixed Income

No ticking time bomb in Australian BBB bonds

One of the advantages about marketing and managing a corporate bond fund in Australia, is the amount of people we meet which gives us the opportunity to listen to...
Matthew Clunies-Ross
Matthew Clunies-Ross
Artesian Capital Management
Fixed Income

The coming of Aussie QE

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...
+1
Christopher Joye
Coolabah Capital
Fixed Income

Rewriting the central bank rule book on inflation

Central bank policy within the developed world has been marked over the past decade by a systematic failure to achieve pre-set inflation targets. In response central...
Clive Smith
Russell Investments
Fixed Income
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Expand your fixed-income universe

The Perpetual Credit Income Trust employs an investment style that seeks opportunities within the broadest possible universe, providing diversification while at the...
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Livewire Markets
Fixed Income
Sponsored

MCP Master Income Trust (MXT) Entitlement and Shortfall Offer

The MCP Master Income Trust (ASX:MXT) has generated a return of 5.5% p.a. net of all fees and costs since listing in October 2017 and 5.8% over the 12 months to March...
Metrics Credit Partners
Fixed Income
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MXT: An alternative way to access regular monthly income

The MCP Master Income Trust (ASX:MXT) listed in 2017 with the objective of providing income to investors via regular monthly distributions. Since listing, MXT has paid...
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Livewire Markets
Fixed Income

IQ Test for RBA's Phil Lowe...

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by...
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Christopher Joye
Coolabah Capital
Fixed Income

Flexing fixed income

For the last decade central banks have done their best to punish savers by cutting interest rates to record lows and buying up government bonds. This has pushed yields...
Kerry Craig
J.P. Morgan Asset Management
Expert Insights

The next domino for Australian housing

While the decline in property prices has been orderly thus far, things could get rough from here, says Charlie Jamieson, Chief Investment Officer at Jamieson Coote...
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Livewire Markets
Fixed Income

Complexity Premia on the Big Credit Rally, the Housing Bust Ending, Unconventional RBA Policy, & Much More...

A big thanks for the incredible interest in our Complexity Premia podcast! Please note that this is nerdy investment content, and not for retail punters. In this...
Christopher Joye
Coolabah Capital
Fixed Income

RBA considers unconventional alternative to cutting cash rate

In the AFR today I reveal that very senior industry participants believe the RBA and APRA are considering a targeted alternative to a cut to the official cash rate,...
Christopher Joye
Coolabah Capital
Fixed Income
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The growing interest in Australian listed credit funds

The MCP Income Opportunities Trust (ASX:MOT) is set to debut on the ASX today and is the latest in a growing pool of listed alternative income offerings. The MOT offer...
Livewire Exclusive
Livewire Markets
Fixed Income

Retail is alive and well

So far in 2019, credit markets have been buoyed by the US Federal Reserve’s (Fed) announcement of a pause in its Quantitative Tightening (QT) program and the shift in...
BWP
Ashley Kopczynski
Ashley Kopczynski
Janus Henderson
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