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Fixed Income

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

Expert Insights

Floating rate notes versus cash and term deposits

Cash is back and investors now have a bunch of options to help stay ahead of inflation.
James Marlay
Livewire Markets
Fixed Income

Why now is the time to go overweight on bonds

Rates pricing may also be trying to tell the Reserve Bank an important message.
PIMCO .
PIMCO
Expert Insights

Risk is everywhere, just make sure you're getting paid to take it

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.
Chris Conway
Livewire Markets
Fixed Income

Is “funflation” fuelling rising interest rates?

The RBA delivered a Melbourne Cup rate hike to curb persistent inflation. Rising energy and service costs are contributing factors, but the post-pandemic spending...
Darren Langer
Yarra Capital Management
Expert Insights

Income and diversification can have a one stop solution

Most investors accept the importance of fixed-income assets in a diversified portfolio but investing in bonds can be tricky
Kym Sheehan
Livewire Markets
Views from the Top

Why this credit investor sees returns of up to 8% from here

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano
Chris Conway
Livewire Markets
Expert Insights

This market has changed and changed again... here's how to navigate it

The fixed income market has been through a tumultuous period and whilst investors have felt the pain, there are effective strategies
Chris Conway
Livewire Markets
Fixed Income

Can corporate hybrids rescue the office REITs?

As the world adjusts to the combination of higher interest rates and the increased likelihood of a soft landing, the recent sell-off in bonds has markets fixated on...
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Phil Strano
Yarra Capital Management
Expert Insights

Worried about another rate hike? State Street says high probability multiple hikes are coming

State Street’s fixed income team says the RBA has plenty more work to do.
James Marlay
Livewire Markets
Expert Insights

These 2 factors could play a major role in the next rates' review

Throughout the recent monetary tightening, the Australian economy has remained remarkably resilient. However, wages and retail sales numbers are still front of mind...
Kym Sheehan
Livewire Markets
Alternatives in Focus

The asset class returning up to 13% right now (without the equity-like risk)

As part of Livewire's annual Alternatives Series, we sat down with Schroders' Head of Private Debt for Australia.
Ally Selby
Livewire Markets
Fixed Income

“Time migration of expectations” as a signal of central bank policy failure

Clive Smith has a closer look at how violation of interest rate parity can be a signal of central bank 'policy failure'.
Clive Smith
Russell Investments
Fixed Income

Have government bond yields peaked in Australia?

Reaching its highest point since 2011, we answer questions about the next direction and considerations for bond investors.
Cameron McCormack
VanEck
Fixed Income

This asset class has only seen 7 years of negative returns since 1980

Improved credit quality and attractive yields support the asset class.
T. Rowe Price
T. Rowe Price
Fixed Income

Should you fear the big, bad default cycle?

I'm sick of reading pieces that stir unnecessary fear. Thankfully, Manning Asset Management's Josh Manning feels the same.
Ally Selby
Livewire Markets
Expert Insights

Here's the sweet spot for fixed income right now

According to Adam Grotzinger from Neuberger Berman.
David Thornton
Livewire Markets
Expert Insights

Joye: Investors no longer need to reach for risk in order to secure their return objectives

Coolabah Capital's Chris Joye talks to the secular shift that is currently occurring into bonds.
Chris Conway
Livewire Markets
Expert Insights

Is fixed income back to playing defence?

2022 was a dark year for the asset class, but it may have turned the corner
David Thornton
Livewire Markets
Expert Insights

Joye: Equities set for a "terrible" decade

In the age old battle of bonds versus equities, Coolabah's Christopher Joye comes out swinging.
Chris Conway
Livewire Markets
Fixed Income

RBA warns on high-risk debt default cycle and non-bank pain...

Central bank says "non-bank loan quality may come under pressure" while highlighting a spike in global defaults
Christopher Joye
Coolabah Capital
Fixed Income

Demystifying the inter-relationship between interest rates and credit spreads

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.
Clive Smith
Russell Investments
Expert Insights

Why the price you pay is as important as the asset you buy

Ensuring every asset is valued fairly and correctly is critical, which is why it underpins Metrics Credit Partners' investment process.
Hans Lee
Livewire Markets
Expert Insights

Is it too soon to buy duration?

Adam Grotzinger from Neuberger Berman gives his take
David Thornton
Livewire Markets
Expert Insights

Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse

Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights.
Chris Conway
Livewire Markets
Livewire Live

Christopher Joye: Forget equities, bonds will outperform over the next 2-3 years

One of three interconnected Shocking Predictions from Coolabah's Chief Investment Officer
Chris Conway
Livewire Markets
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