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Fixed Income

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

The Pitch

How the "higher for longer" world influences where this investor puts cash to work

With spreads so tight and rates so high, where is the best place to make your cash work for you?
Hans Lee
Livewire Markets
Income Series

Now is the time to lock in high yields, says T. Rowe Price

Income yields above 7% are a rare thing and present an enticing opportunity, says T. Rowe Price's Mike Della Vedova
Glenn Freeman
Livewire Markets
The Rules of Investing

Recession a line ball as Australia groans under a massive debt load

PIMCO’s Adam Bowe says interest rates are high enough to fight inflation whilst also presenting investors with income opportunities.
The Rules of Investing
Livewire Markets
Income Series

Why this is a much more interesting period for income investors (and how to take advantage)

Flexibility and more dynamic allocations will be required in the new normal, according to Schroders' Adam Kibble.
Chris Conway
Livewire Markets
Fixed Income
Sponsored

Worried about higher-for-longer rates and/or a recession?

Worried about rates remaining higher-for-longer and/or the rapidly rising risk of a recession? With over $10bn in FUM and Australia’s largest high-grade fixed-income...
Christopher Joye
Coolabah Capital
The Pitch

This is no Big Short: Why CLOs are different to the product that sparked the GFC

Michael Burry and Steve Eisman were among the few investors who spotted the rotten state of CDOs. But CLOs are, thankfully, different.
Hans Lee
Livewire Markets
Income Series

Don’t hope for cuts, prepare for hikes

With markets discounting a hard landing it makes sense to prepare for the worst rather than hope for the best.
James Marlay
Livewire Markets
Fixed Income

Don’t let biases towards global credit overshadow the opportunity

While higher yielding segments of global credit markets can add alpha to diversified investment portfolios, these opportunities are often overlooked by Australian...
Teiki Benveniste
Ares Wealth Management Solutions
Income Series

5 key investment ideas within this essential asset class

The higher interest rate world combined with the expectation for rate cuts is creating the perfect environment for fixed income.
Lukasz de Pourbaix
Fidelity International
The Pitch

3 distinct opportunities available to the yield-seeking investor

These three investment ideas are designed to anchor your portfolio, generate outsized yield, and profit from deep discounts.
Hans Lee
Livewire Markets
Fixed Income

The macro signal this investor watches most closely

State Street Global Advisors’ Simon Mullumby on the macro outlook and the appeal of floating rate bonds
Glenn Freeman
Livewire Markets
The Pitch

Why traditional defensive investing has generated volatility and poor returns

Or, why the time for developed market bonds is long past.
Sara Allen
Livewire Markets
Views from the Top

Have you been burned by the stock market's wild ride? This investor may be able to help

Dr Christian Baylis, CIO and Founder at Fortlake Asset Management has seen a few cycles. Here is his advice on navigating this market.
Hans Lee
Livewire Markets
The Pitch

Why avoiding this investment could be a disaster

Investors who have steered clear of this side of the market could have made a big mistake, according to portfolio manager Eric Fine.
Sara Allen
Livewire Markets
Fixed Income

The 4 reasons why central bankers are not inclined to raise rates again

Why, despite recent market expectations, the RBA’s next move is more likely a cut rather than a hike.
Aaditya Thakur
PIMCO
The Pitch

Spies, KGB equipment and clearing houses: Eric Fine's path to investment

VanEck's portfolio manager for Emerging Markets Fixed Income funds has an unusual background. It's fuelled his passion for markets.
Sara Allen
Livewire Markets
Fixed Income

Non-bank defaults continue to spike

Delinquencies on non-bank loan deals are moving towards record highs
Christopher Joye
Coolabah Capital
Fixed Income

Sell in May and go away?

Is the recent volatility a warning sign for investors to rebuild cash positions or a chance for equity bulls to buy the dip?
Sebastian Mullins
Schroders
Fixed Income

Central bank independence is still alive

The RBA kept rates on hold at yesterday's meeting, and signalled little interest in raising rates any further.
Darren Langer
Yarra Capital Management
Views from the Top

Challenger IM's Pete Robinson says "higher for longer" is the real issue, not rate cuts

He may not make bets on interest rates but he sure has an opinion on their current level.
Hans Lee
Livewire Markets
Fixed Income

What to expect when you’re expecting rate cuts

CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
PIMCO .
PIMCO
Fixed Income

As global rates shift, opportunities arise for Australian investors

Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment.
Robert Mead
PIMCO
Fixed Income

Why every fixed income portfolio needs a FI-RV allocation

Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years
Pieter De Weerdt
Antarctica Asset Management
Fixed Income

Amplifying the diversification benefits of Fixed Income

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of...
Sinéad Rafferty
Fidante
The Rules of Investing

Christopher Joye: No margin for error for risk junkies craving rate cuts

Coolabah Capital's Christopher Joye says market expectations have become detached from economic reality.
The Rules of Investing
Livewire Markets
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