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Fixed Income

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

Expert Insights

An unparalleled opportunity to invest offshore

A very rare market dynamic has recently appeared, the likes of which has rarely been seen throughout history. Australian rates and bonds, which have traditionally...
Livewire Exclusive
Livewire Markets
Expert Insights

Attractive yield in a sought-after asset class

The engine rooms of Australian commercial property, the office and industrial markets, have been performing well in recent years, providing investors with handsome...
Livewire Exclusive
Livewire Markets
Fixed Income

Complexity premia on bail-in-able debt tsunami

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...
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Christopher Joye
Coolabah Capital
Fixed Income

US treasury term premium: pricing for disaster

The term premium is the difference between bond yields for a given maturity and the expected path of short term interest rates over the same period. By examining...
Ken Liow
Realm Investment House
Fixed Income

Bail-in-able debt tsunami lands...

Today I write that the “bail-in-able” debt tsunami we forecast last week did not disappoint with two incredibly large "Tier 2" subordinated bond transactions executed...
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Christopher Joye
Coolabah Capital
Fixed Income

Unquestionably stronger - what TLAC means for investors

One of the lessons learnt from the Global Financial Crisis (GFC) is the challenge governments face when using taxpayer funds to bail out struggling banks. Among the...
Ashley Kopczynski
Ashley Kopczynski
Janus Henderson Investors
Fixed Income

Coming tsunami of bail-in-able debt

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...
Christopher Joye
Coolabah Capital
Fixed Income

FOMO rally on fire

This week I reflect on the intensifying FOMO rally driven by the expected search for yield dynamic that has been triggered by RBA rate cuts, the prospect of the Fed...
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Christopher Joye
Coolabah Capital
Fixed Income

RBA cuts. Bonds do nothing. What's going on?

24 hours before the Reserve Bank of Australia (RBA) handed down its decision to cut rates 25 basis points, I was questioning whether the RBA would cut in June. Today,...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

Negative interest rates … the abnormal becomes ‘normal’

Hedonic adaptation is a psychology term that describes the human tendency of reverting to a relatively stable or ‘normal’ state following either positive or negative...
Gopi Karunakaran
Ardea Investment Management
Fixed Income

5 fundamental concepts driving fixed interest

With a new financial year approaching, Livewire invited me to discuss some key factors in our investment strategy for FY20 and explain their relevance to those...
Gopi Karunakaran
Ardea Investment Management
Fixed Income

It’s all just a little bit of history repeating

Over the past six months interest rate markets have seen extremely strong rallies globally, with the US 10-year yield falling by over 100 basis points since October...
Chris Rands
Chris Rands
Yarra Capital Management
Fixed Income

How to improve a portfolio's yield

Australian residential mortgage-backed securities (RMBS) provide a source of highly rated assets with consistent income generation. Two questions immediately come to...
John Sorrell
John Sorrell
Amova AM
Fixed Income

One issue investors simply cannot ignore

After being told how well the trade negotiations between China and the US had been progressing, financial markets were shocked when Trump ordered additional tariffs...
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

Bank capital securities – a global opportunity

Key Points - Banks have dramatically improved their capital positions in two main ways – firstly by lending more prudently, and secondly by increasing issuance of...
Brad Dunn
Daintree Capital
Fixed Income

Australian higher yielding credit update and outlook

After reading about where I’m seeing future problems for debt investments, it would be possible to think I’m pessimistic about the investment outlook for my clients....
Jonathan Rochford
Narrow Road Capital
Fixed Income

How to earn income from property while minimising the risks

Commercial Real Estate Debt is widely accepted as an asset class in the institutional and wholesale investment sector. Over the past ten years, Qualitas has created a...
Tim Johansen
Qualitas
Fixed Income

Complexity Premia on Trade War

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...
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Christopher Joye
Coolabah Capital
Fixed Income
Sponsored

Regular income, attractive returns & diversification

The search for income is no easy task in a world of low rates. And while many investors, particularly those nearing or in retirement, may skew their portfolio towards...
Livewire Exclusive
Livewire Markets
Fixed Income

Equity-like returns with lower volatility

Income helps provide a stable source of returns. Capital Group developed the Global High Income Opportunities strategy (GHIO) 20 years ago. Within this strategy, we...
Matt Reynolds
Matt Reynolds
Capital Group
Fixed Income

Maximising the return on a relationship starts at origination

The process of banking often relies on the development of an ongoing relationship between the bank and the borrower. This relationship not only provides the bank with...
Clive Smith
Fixed Income

A safer place for income in a world of lower returns

In today’s investment world there is so much choice available to investors when seeking to generate income. One proven investment strategy that is designed to provide...
Paul Chin
Jamieson Coote Bonds
Fixed Income
Sponsored

A dynamic, active and diversified income stream

The Perpetual Credit Income Trust is an ideal way for investors to access a dynamic, highly active and high-quality investment strategy, diversified across a broad...
Perpetual Asset Management Australia
Perpetual Asset Management (Australia)
Fixed Income

Trading Trump’s Trade War

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...
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Christopher Joye
Coolabah Capital
Fixed Income

Tech Wreck 2.0 and Debt Wreck 2.0 are coming

George Bush once famously mangled the old saying, “Fool me once, shame on you; fool me twice, shame on me”. Whilst it’s embarrassing watching the video of him try to...
Jonathan Rochford
Narrow Road Capital
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