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Fixed Income

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

The Pitch

3 regions where you can get bang for your investing buck

Plus, why this fund manager can spend as much as 25% of his time on finding short ideas for his portfolio.
Hans Lee
Livewire Markets
Fixed Income

All central banks are cutting rates, will the RBA get it wrong again? We think so!

Kellie Wood
Schroders
Fixed Income

How you can enhance your income when interest rates fall

Rates globally have started falling and even locally, fixed income is starting to price in cuts. Where can investors look instead?
Sara Allen
Livewire Markets
Fixed Income

Cut by how much?

What is the read through from a Fed cutting 50 basis points last month? Nothing.
Andrew Canobi
Franklin Templeton
Fixed Income

The best opportunity I’ve ever seen to generate alpha

In a “higher for longer” interest rate environment, it's important for investors to find quality income while avoiding unnecessary risk.
Roy Keenan
Yarra Capital Management
Fixed Income

Christmas has come early for this asset class: What the Fed cut and RBA hold could deliver to investors

The Fed's delivered a jumbo cut and bond investors are celebrating.
Aaditya Thakur
PIMCO
The Pitch

The key to maintaining sustainable income in the current market

…and how to receive your distributions more frequently.
Sara Allen
Livewire Markets
Fixed Income

Hotspots of risk in Australia's credit markets

With Australian credit the in-vogue topic, there are no shortage of compelling pitches for why to invest.
Josh Manning
Manning Asset Management
The Pitch

Banks are the cornerstone of the Australian economy, but is there a better option for exposure?

Global X ETFs' Marc Jocum believes looking further into the capital structure could be the answer.
Sara Allen
Livewire Markets
Fixed Income

Is the ghost of Bill Shorten's failed attack on franking credits looming again?

What is the real motivation behind APRA's proposal to phase out bank hybrids from capital markets?
Nicholas Chaplin
Seed Funds Management
Fixed Income

Why the coming downturn is good for investors

As monetary policy works its way through various economies reducing final demand it has, by design, the dual outcomes of softening labour markets and lowering...
Jay Sivapalan
Janus Henderson
Fixed Income

The link between standup comedy and investing in this asset class

As the RBA approaches an easing cycle, bond investors who play the yield curve well have a small window of opportunity for the last laugh.
+1
Cameron McCormack
VanEck
Fixed Income

Last call on A$ AT1

APRA has rung the bell on bank AT1 hybrids. We add our two cents.
Charlie Callan
BondAdviser
Fixed Income

Did APRA just make banks riskier to reduce its own reputational risks?

Is the banking regulator ramping up bank leverage and risks faced by depositors to protect itself?
Christopher Joye
Coolabah Capital
Fixed Income

APRA proposes to phase-out bank hybrids by 2032

A surprising yet sensible proposal from the banking regulator, which will keep insurance hybrid securities in place
Christopher Joye
Coolabah Capital
Views from the Top

The factor you should be focusing on to understand what markets do next

There is one key factor investors should focus on, according to Jay Sivapalan. Here, he explains what it is and how he is investing.
Chris Conway
Livewire Markets
Fixed Income

Australian private debt: Risk is in the manager, not the market

Looking under the Australian private debt hood, impairments have been low and recoveries have been high. It all comes down to the Manager.
Jack Pobjoy
BondAdviser
Rapid Fire

"No one ever worries about the bus they see coming"

Why Janus Henderson's Jay Sivapalan is consistently looking for vulnerabilities in the system and what could break.
Chris Conway
Livewire Markets
Fixed Income

The next few months are going to be painful for Australians. Here's how you can invest your way out of it

Real Asset Management's Michael Frearson argues that we'll see the full impact of rate hikes in coming months. Here's how he's investing.
Sara Allen
Livewire Markets
Views from the Top

This investor is taking profits as markets reach a crucial "turning point"

Neuberger Berman's Adam Grotzinger says we are at a turning point that all investors should be paying attention to.
Hans Lee
Livewire Markets
Fixed Income

How can investors best position portfolios for volatile markets?

In turbulent markets, bonds can offer much-needed stability and income, making them a key component of a well-diversified portfolio.
Robert Mead
PIMCO
Fixed Income

Why now is the time to favour bonds over term deposits

TDs and bonds each have their place in a portfolio, however bonds have a healthy yield premium with minimal risk and greater flexibility.
Darryl Bruce
Income Asset Management
Fixed Income

Rising collectable debt underscores corporate financial stress

Collectable debt owed to the Tax Office is rising in tandem with corporate insolvencies.
Jason Lindeman
Coolabah Capital
Fixed Income

Why your portfolio can't wait for the first interest rate cut

Three reasons why it makes sense to diversify with bonds now.
Robert Mead
PIMCO
Fixed Income

Rules are meant to be broken

It’s now game time for bonds! The conditions are now set for broad based bond market outperformance.
Kellie Wood
Schroders
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