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Fixed Income

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

Views from the Top

3 global sectors where it pays to be invested right now

T. Rowe Price High Yield Portfolio Manager (and Sydney's very own) Michael Della Vedova takes us on a tour of the global high yield market.
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Hans Lee
Livewire Markets
The Pitch

Tribeca: The investment space that has grown 500% and is ripe for alpha generation

Asian credit may seem like a niche investment space but Tribeca’s John Stover points to benefits like higher yields and lower default rates.
Sara Allen
Livewire Markets
Rapid Fire

Why complacency (and not defaults) will become investors' kryptonite

T. Rowe Price's Mike Della Vedova answers six of our most burning questions in a high yield edition of Livewire's Rapid Fire.
Hans Lee
Livewire Markets
Fixed Income

The macro signals that matter (and what lies ahead)

PIMCO, Fidelity and Western Asset reveal what they’re watching most closely and where they think markets will be 12 months ahead
Glenn Freeman
Livewire Markets
Fixed Income

Now is the time to prepare your portfolio for rate cuts

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.
Adam Bowe
PIMCO
Fixed Income

How these investors make sense of a confused macro backdrop

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning
Glenn Freeman
Livewire Markets
Fixed Income

The evolution of bond markets (and where to next)

After an incredible period in global fixed income markets, where do bond investors go from here?
Gopi Karunakaran
Ardea Investment Management
Fixed Income

4 potholes fixed income investors need to avoid

Successful investing is as much about avoiding losers as picking winners, which means dodging the following pitfalls is a good start.
Josh Manning
Manning Asset Management
Fixed Income

The high yielding recession is coming

Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect.
Andrew Canobi
Franklin Templeton
Fixed Income

5 key themes for every bond investor in 2024

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually...
Gopi Karunakaran
Ardea Investment Management
Fixed Income

3 potential paths for interest rates and what they mean for bond investors

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

The three levers in fixed income: Duration, Credit and Pure Relative Value

There are two well-known levers, duration and credit, but there is also a lesser known third, providing compelling benefits for investors.
Scott Osborne
Ardea Investment Management
Fixed Income

A better alternative to term deposits

With markets expecting official cash rates to fall over this year, we argue that managed cash funds offer many advantages over term deposits
Western Asset
Western Asset Management
Fixed Income

Why bonds are now a contributor (not a detractor) to portfolio returns

With risk-free yields near 5%, fixed income is back.
Darren Langer
Yarra Capital Management
Fixed Income

A macro outlook you can hang your hat on

Next year will be predictable with calm waters and no surprises…SAID NO ONE EVER!
Richard Rauch
Brandywine Global
Outlook Series

Attractive yields with low volatility. Fixed income ticks the boxes in 2024

Investment-grade credit is poised for another solid year of performance with risks skewed to the downside
Roy Keenan
Yarra Capital Management
Fixed Income

Navigating the descent

The steepest interest-rate-hiking cycle in decades has set global economic activity on a course that remains difficult to map, making it especially important to...
PIMCO .
PIMCO
Fixed Income

2024 promises to be a year of clear winners and losers

Investors should be rewarded for superior security selection as they navigate rising impairments in Australia’s high yield and debt markets.
Phil Strano
Yarra Capital Management
Fixed Income

Where credit investors should be positioned ahead of the next 12 months

While it’s unclear how the macro environment will play out in 2024, the one thing is certain. Fixed income has its defensiveness back.
Roy Keenan
Yarra Capital Management
Fixed Income

2024: A credit vintage to remember?

Why we think conditions are ripe across the credit spectrum heading into 2024.
Jeremiah Lane
KKR Australia
Fixed Income

Unveiling the road ahead in 2024

Our investment outlook for 2024 and the macro themes investors should take into consideration as they navigate the future of fixed income.
Jay Sivapalan
Janus Henderson
Fixed Income

Investors should be pricing in a mild recession in 2024 as their base case

Because this time is (slightly) different
Robert Mead
PIMCO
Fixed Income

The recession dilemma: Why J.P. Morgan Asset Management isn't playing the 'if' and 'when' game

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why
Chris Conway
Livewire Markets
Fixed Income

Why Australian 10-year yields may struggle to rally even as the recession rolls in

In the ‘year of the bond’ the beleaguered bond investor could be forgiven for being sceptical of the sustainability of any rally as we head into the final stage of...
Andrew Canobi
Franklin Templeton
Fixed Income

What this bond investor is watching most closely into 2024

Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now
Glenn Freeman
Livewire Markets
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