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Fixed Income

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

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
Fixed Income

The fixed income opportunity with "a lot more to give"

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

How this income fund has delivered above target for the last 22 years

Roy Keenan has been running the Yarra Enhanced Income Fund and delivering for investors for almost 22 years - he explains how below.
Chris Conway
Livewire Markets
Fixed Income

Elevated stakes: assessing the risk premium of construction finance

Are investors being appropriately compensated for the level of inherant risk?
Josh Manning
Manning Asset Management
Fixed Income

3 reasons why the timing of the RBA's first rate cut does not matter

There's no point waiting for the RBA to cut - now is the time to get into bonds.
Robert Mead
PIMCO
Fixed Income

S&P upgrades Aussie major bank Tier 2 bond ratings from BBB+ to A-

As first forecast here in November 2023...
+1
Christopher Joye
Coolabah Capital
Fixed Income

The insolvency framework becomes more important when the going gets tough

Clive Smith takes a closer look at how the difference in European insolvency regimes can impact on the returns earned by lenders.
Clive Smith
Fixed Income

Where this investor finds “bang for its buck” in global bonds

And the surprising region that is Brandywine Investment Management’s highest conviction bond market.
Glenn Freeman
Livewire Markets
Listed Series

The one factor Metrics is focusing on, particularly as the economy slows

Borrowers' ability to generate cash flow and fulfil their obligations is increasingly important for Metrics. Find out why.
Hans Lee
Livewire Markets
Fixed Income

How credit investors are navigating rate cuts and geopolitical volatility

Confidence is back - but volatility isn't going anyway for investors. Ares' Samantha Milner shares her views on how Ares is investing.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

Why this fund's 15-year history could be its greatest advantage

From a potential opportunity set of over 1,000 companies, KKR picks out just a handful for its flagship opportunistic credit strategy.
Hans Lee
Livewire Markets
Fixed Income

3 reasons this asset class should be on everyone's radar in 2024

Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
Craig Morabito
First Sentier Investors
Fixed Income

The definitive guide to finding "relative value" in a noisy market

There's duration, there's credit, and then there's the third and lesser-known lever of fixed income investing.
Hans Lee
Livewire Markets
Fixed Income

RBA loosens its grip: the end of a tightening era?

The RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral...
Darren Langer
Yarra Capital Management
The Pitch

3 ways to keep it simple (and earn solid returns)

KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?
Hans Lee
Livewire Markets
Fixed Income

Will the RBA be the last major central bank to cut interest rates?

JPMorgan Asset Management’s Head of Global Rates Seamus Mac Gorain discusses the opportunity set available in fixed income.
Hans Lee
Livewire Markets
Fixed Income

Arrears rising, should credit investors be concerned?

Three primary ways credit investors can lose money.
Josh Manning
Manning Asset Management
Fixed Income

Could the RBA cut before the Fed?

Markets may need to revaluate their expectations of the RBA’s first rate cut relative to the Federal Reserve based on recent economic data
Andrew Canobi
Franklin Templeton
Fixed Income

Protecting portfolios through the storm

Conventional theory positions equities as the primary driver of returns, but it often overlooks fixed incomes role in dampening volatility
Darren Langer
Yarra Capital Management
The Pitch

Why this investor only plays in government bond markets

It's unusual for a fixed income house to only play in one specific part of the universe. But at Ardea, it's a strategy that pays.
Hans Lee
Livewire Markets
The Pitch

How leveraged loans can outperform when rates are volatile

Leveraged loans are increasingly a place where one can find solid returns, says Jeremiah Lane of KKR.
Hans Lee
Livewire Markets
The Pitch

Are central banks making markets more volatile?

This fixed income investor says yes - and he has the chart to prove it.
Hans Lee
Livewire Markets
The Pitch

The Asian corporate credit market is the size of the Australian equity market. Here’s what you need to know

Tribeca’s John Stover offers a deep-dive into Asian credit and how to get exposure in your portfolio.
Sara Allen
Livewire Markets
Fixed Income

Everything’s gone green

Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and development....
Chris Iggo
AXA Investment Managers
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