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Fixed Income

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

Fixed Income

The AT1 phase-out: Challenges and opportunities for fixed income investors

Yarra's Roy Keenan has been buying and selling AT1 hybrids for decades. With them being phased out by 2032, he discusses what happens next.
Chris Conway
Livewire Markets
Fixed Income

8%-plus returns without big risks? This overlooked asset class could fit the bill

For conservative, income-focused investors, this alternative strategy boosts yields with built-in protections. Here's how it works.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

How Realm plans to reshape listed investment trusts

Realm Managing Partner Andrew Papageorgiou says the Dominion Income Trust is a step forward for investors seeking income on the ASX.
James Marlay
Livewire Markets
Fixed Income

The rules of this $40 billion game have changed. Here's what it means for you

Fixed income investors would be wise to start planning for the end of the AT1 hybrid market in Australia.
Roy Keenan
Yarra Capital Management
Outlook Series

Time to shine: Why bonds offer compelling opportunities in 2025

Investors are likely to extract equity-like returns in 2025 without the prospect of the impairments
Adam Bowe
PIMCO
Fixed Income

Why we still think the Australian economy can pull off a soft landing

We expect better outcomes for fixed income markets in 2025 than in recent times now that the extreme rate tightening is past, yields are still at attractive levels and...
Darren Langer
Yarra Capital Management
Fixed Income

Rotations aren't just happening in stocks - they're also happening in this asset class

Australian investment grade credit in 2025 remains strong, supported by healthy corporate balance sheets and a supportive economic backdrop.
ALD
SCG
Roy Keenan
Yarra Capital Management
Fixed Income

A brighter start with some bumps along the way

The macro themes and opportunities investors should take into consideration as they navigate the future of fixed income.
Jay Sivapalan
Janus Henderson
Fixed Income

It's time for a change

After years of sharp analysis and spirited debates, Jessica Ren and I sign off for the very last time in the final episode of The Rate Debate. From resilient labour...
Darren Langer
Yarra Capital Management
Fixed Income

The Trump Bump

Higher for longer is good news for fixed income.
Kellie Wood
Schroders
Fixed Income

A playbook for credit investors in 2025

As we end a year marked by rate market volatility and shifting dynamics, 2025 looks set to continue the ‘higher-for-longer’ environment
Phil Strano
Yarra Capital Management
Fixed Income

Central banks note limited risks on non-bank lending

Central banks have looked at the growth of private credit (and associated risks) and have given the sector a cautious stamp of approval.
Simon Arraj
Vado Private
The Pitch

The one thing investors should be paying most attention to in the next 12-24 months

Plus, we examine the nuts and bolts of investing in this consequential asset class.
Sara Allen
Livewire Markets
Fixed Income

Aussies losing on term deposit as rates plunge

In the current environment, savers may find it challenging to generate high returns on term deposits
Simon Arraj
Vado Private
Fixed Income

Why you shouldn't forget Government Bonds

When the RBA moves into its easing cycle, we see opportunities in government bonds for income seekers and those looking for capital growth.
Darryl Bruce
Income Asset Management
The Pitch

Australia’s rate-cutting cycle will be shallow. Here's what it means for investors

As the market shifts for fixed income, this is where Western Asset Management is investing.
Sara Allen
Livewire Markets
The Pitch

How to identify mispriced opportunities in the market

…and where Western Asset Management’s Anthony Kirkham is investing.
Sara Allen
Livewire Markets
Fixed Income

Uncertain RBA overshadowed by US election

In Episode 52 of The Rate Debate, Investment Manager Jessica Ren and I dive into the US election’s potential outcomes, exploring its implications for bond markets,...
Darren Langer
Yarra Capital Management
Fixed Income

A new era for tactical fixed income

APRA recently revealed plans to phase out banks’ use of AT1 capital - an atypical event in a sector offering attractive long-term returns
Roy Keenan
Yarra Capital Management
Fixed Income

Preparing your portfolio for the biggest event risk this year

The two main economic policies at play in the election are fiscal and tariffs and their impacts on US macro fundamentals and rates.
Kellie Wood
Schroders
Fixed Income

Diverging interest rates create opportunity for Australian investors

While global interest rates increased in unison in response to rising inflationary pressures in 2022 and 2023, the pathway to lower rates may not be as synchronised....
Marc Jocum
Global X ETFs
Fund in Focus
Sponsored

Christopher Joye says green shoots are on the horizon after years of pain

Staying liquid and defensive has been the play in fixed-income markets. Coolabah's Christopher Joye says a new opportunity is emerging
James Marlay
Livewire Markets
The Pitch

Just because interest rates are being cut right now doesn't mean investors should take more risk

Turn down the noise - and the risk - with this episode of The Pitch.
Hans Lee
Livewire Markets
Fixed Income

Rebound in construction lending indicates improving conditions

Investors can be more confident that development budgets are accurate and project costs will be controlled with strong demand for housing.
Simon Arraj
Vado Private
The Pitch

One of this investor's favourite places to hunt for alpha is Australia

...Here is where he is finding some of his best ideas.
STO
Hans Lee
Livewire Markets
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