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Fixed Income

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

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
Fixed Income
Sponsored

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
Sponsored

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...
Livewire Exclusive
Livewire Markets
Fixed Income
Sponsored

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...
Livewire Exclusive
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...
Livewire Exclusive
Livewire Markets
Fixed Income
Sponsored

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...
+1
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
Sponsored

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...
Livewire Exclusive
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...
+1
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
Fixed Income
Sponsored

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...
Livewire Exclusive
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
Sponsored

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...
Livewire Exclusive
Livewire Markets
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