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Fixed Income

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

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
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Fixed Income

Inefficiency is driving an opportunity in this market

ETFs and TDs can be cost-efficient, however, they may undervalue risk and overlook the potential for higher income and returns.
Darren Langer
Yarra Capital Management
Fixed Income

With income investing back en vogue, it pays to think beyond the obvious

US fixed income and credit command a lot of attention, but a region in our backyard offers higher yields for equivalent credit quality.
Chris Conway
Livewire Markets
Fixed Income

Aussie bank tier 2 credit ratings to rise

Global investors appear to be completely oblivious to the prospect of a very important upgrade to the major banks’ Tier 2 bond credit ratings with Standard & Poor’s...
Jason Lindeman
Coolabah Capital
Expert Insights

The biggest risk to loan markets today

And where a US$519 billion investment manager is finding opportunities.
Ally Selby
Livewire Markets
Fixed Income

The under-the-radar asset class you should be paying attention to

Emerging market debt might be one of the few under-the-radar investment opportunities still available today. Here is the skinny.
Chris Conway
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Fixed Income

Watching grass grow

On fixed rate bond exposure, now is not the time to have zero, but it is not the time to fill your boots.
Charlie Callan
BondAdviser
Fixed Income

Prime time for bonds

Bonds are emerging as a standout asset class in 2024, offering strong prospects, resilience, diversification, and attractive valuations
PIMCO .
PIMCO
Fixed Income

Why ‘wait and see’ is the worst investment strategy ever

We're all prone to pulling the plug on our portfolios from time to time, but it's probably not the most productive approach.
Chris Conway
Livewire Markets
Expert Insights

Anatomy of a bank failure and why Coolabah was shorting Credit Suisse in 2022

Plus, the firm's Head of Credit Research shares how the team is viewing the current landscape.
Chris Conway
Livewire Markets
Fixed Income

Why fixed income yield looks mouth-watering now

The setup for the long-term is compelling, with government bond yields nearly double the post-GFC average and well above pandemic lows.
Charlie Jamieson
Jamieson Coote Bonds
The Pitch

Central banks like inflation, they’re not about to stamp it out

The RBA has been going easy in the fight to control inflation. That means more rate hikes are likely.
James Marlay
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Expert Insights

When it comes to bonds, keep an eye out for duration

VanEck offers three new ETFs to allow you to gain exposure to Australian government bonds with all the benefits of an ETF
Kym Sheehan
Livewire Markets
Fixed Income

Up to 7.5% pa interest rates on major bank bonds

A torrent of recent bond issues are creating attractive opportunities
Christopher Joye
Coolabah Capital
Fixed Income

Why it’s now more important than ever to diversify

The diversification dilemma...
Josh Manning
Manning Asset Management
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
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