Home Wires

Fixed Income

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

Expert Insights

The fire burns out in 2019

The fed is now unwinding the biggest monetary experiment in history, which saw $3.6 trillion of asset purchases from the Fed between 2008 and 2015. This is unknown...
Livewire Exclusive
Livewire Markets
Expert Insights

Death spiral for the housing market

East Coast residential property continues to soften as credit tightens, but in this interview with Charlie Jamieson, CIO at Jamieson Coote Bonds, he warns that...
Livewire Exclusive
Livewire Markets
Rapid Fire

The core of any good portfolio

Fixed interest is a core part of any good portfolio, but just how well is the asset class understood? In this exclusive Q&A with Livewire, Jay Sivapalan, Co-Head of...
Livewire Exclusive
Livewire Markets
Fixed Income

Yield and income – same, same, but different

In recent years, expected returns and income from traditional income asset classes have been low following years of global yield compression. As a result, investors...
CSL
TLS
Rudi Minbatiwala
Rudi Minbatiwala
First Sentier Investors
Fixed Income

Rethinking Fixed Income in Retirement

We have been in a period where financial market volatility has been abnormally low and as such, the focus in fixed income has become overly skewed to how much interest...
Gopi Karunakaran
Ardea Investment Management
Expert Insights

Just how defensive is your portfolio really?

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...
Livewire Exclusive
Livewire Markets
Expert Insights

Just a taste of the volatility to come

Sudden outbreaks in volatility through this year have spooked the equity markets, and investors are questioning if more is to come. We spoke with rate market expert,...
Livewire Exclusive
Livewire Markets
Expert Insights

Why rates will struggle to rise

Chris Rands, Portfolio Manager at Nikko Asset Management, believes that rates are unlikely to rise significantly from current levels. With debt at very high levels...
Livewire Exclusive
Livewire Markets
Expert Insights

Two risks rising in the background

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks...
Livewire Exclusive
Livewire Markets
Fixed Income

There’s More to Fixed Income Than Just Buying Bonds

In fixed income investing, there are two conventional sources of return that investors are familiar with – collecting interest payments from bonds (i.e. income) and...
Gopi Karunakaran
Ardea Investment Management
Expert Insights

A big night out for credit markets

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...
Livewire Exclusive
Livewire Markets
Expert Insights

There's value emerging in bonds

Stuart Dear, Deputy Head of Fixed Income at Schroders Australia, believes that value in bonds has improved in both absolute and relative terms. The yields on offer in...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: The virus that affects all assets

When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time,...
Livewire Exclusive
Livewire Markets
Fixed Income

Rise of the triple B’s

Over the past decade, the value of the investment grade (IG) corporate bond market has nearly doubled, from USD4.8 trillion in June 2008 to USD9.3 trillion today....
Craig Morabito
First Sentier Investors
Expert Insights

Misplaced fears in defensive assets

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...
Livewire Exclusive
Livewire Markets
Expert Insights

How to model the timing of a US recession

There's been a fair bit of talk about a pending US recession. Much of this chatter has been fueled by simple analysis of the slope of the yield curve, which is widely...
Livewire Exclusive
Livewire Markets
Expert Insights

Should bond investors worry about rising yields?

Bonds are typically viewed as a defensive allocation in portfolios, however, in a world of rising interest rates, there are concerns about the impact this will have on...
Livewire Exclusive
Livewire Markets
Fixed Income
Sponsored

A risky market comes of age

Once upon a time, the high yield bond market was for speculative companies and investors. Today, the market is where Virgin, Netflix and Hertz raise capital from...
Livewire Exclusive
Livewire Markets
Expert Insights

Why high yield bonds is one asset class to consider for the next correction

High yield bonds can offer a similar return profile to equities, but with 40% less risk. In this short video, Vivek Bommi, Senior Portfolio Manager at Neuberger Berman...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

The high yield bond market is bigger than the ASX

Comprising 2,000 companies that include household names like Hertz, Netflix and KFC, the high-yield bond market at US$2.1 trillion is now bigger than the ASX. Vivek...
Livewire Exclusive
Livewire Markets
Fixed Income

Investing in fixed income when rates are rising

Economic growth in most countries continues to print at or above trend. The slack in economies created during the GFC and its aftershocks (Europe in 2011, emerging...
Stuart Dear
Schroders
Expert Insights

Mortgage rates heading higher?

In this short interview, Charlie Jamieson from Jamieson Coote Bonds discusses his outlook for Australian mortgage rates, and explains the impact that the Fed is having...
Livewire Exclusive
Livewire Markets
Expert Insights

A warning siren from the credit market

The credit market sounded the warning siren well ahead of the GFC: credit spreads blew out in July 2007, before equity markets peaked in November 2007. In this short...
Livewire Exclusive
Livewire Markets
Expert Insights

The elephant in the room investors have overlooked

Macquarie Infrastructure fell 41% in a single session in February, a direct result of the elephant in the room investors have overlooked, as outlined here by Charlie...
Livewire Exclusive
Livewire Markets
Fixed Income

Bond issuance to underpin rising market opportunities

The Australian Commonwealth budget announcement overnight has confirmed the size and trajectory of the Australian government bond market. The Australian Office of...
Tamar Hamlyn
Ardea Investment Management
1101-1125 of 1138