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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 the sell-off in the bond market matters to your investments

2023 could mark the first time the global bond market has three down years in a row.
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Hans Lee
Livewire Markets
Expert Insights

Why this asset class can still grow at 5-6% pa even in an economic slowdown

Portfolio holdings that can continue to grow even during down times? Metrics' Andrew Lockhart explains.
Hans Lee
Livewire Markets
Expert Insights

Australia has a $3 trillion opportunity. Here's how you can profit from it

Private debt markets may seem daunting but it's also where you have the potential to access double-digit returns.
Hans Lee
Livewire Markets
Fixed Income

The fairy tale of a soft landing

The consensus view shift toward a mild downturn looks misplaced.
Arif Husain
T. Rowe Price
Expert Insights

Why this asset can play offence and defence in your portfolio

Don't be fooled. Fixed income can also earn you an equity-like return.
Hans Lee
Livewire Markets
Expert Insights

Fixed or floating rate investments? Why not have both

Teiki Benveniste from Ares shares his insights into the credit market and explains the opportunities he is pursuing.
Chris Conway
Livewire Markets
Expert Insights

Why this investor always assumes a "worst case scenario" for every potential position

It's not being pessimistic, it's just being pragmatic.
Hans Lee
Livewire Markets
Fixed Income

3 reasons why bonds make more sense than term deposits today

While term deposits may seem like a safe option, bonds can offer greater liquidity, diversification, and potential for capital appreciation.
Robert Mead
PIMCO
Fixed Income

When can we expect the RBA to cut interest rates?

Outgoing Reserve Bank governor Philip Lowe finished his tenure as he began by keeping rates on hold as inflation cools. With inflation past its peak, can we expect...
Darren Langer
Yarra Capital Management
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Fixed Income

It's "hard to see where it can go wrong" for these assets

Opportunities still exist despite the market coming to the realisation that costs are not only surging but also sticky.
AMP
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Hans Lee
Livewire Markets
Fixed Income

Demystifying Residential Mortgage Backed Securities

We take a closer look at some of the factors affecting and driving the returns earned from residential mortgage backed securities.
Clive Smith
Russell Investments
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Fixed Income

Those carrying scars from 2022 could be missing out on supercharged income

After a market wobbles, sometimes comes the investment opportunity of a lifetime. Is such an opportunity presenting now in fixed income?
Chris Conway
Livewire Markets
Fixed Income
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Finding high yields and high-grade ideas in a world hungry for income opportunities

The best way to find income in a high-yielding world is to have little limitations.
Hans Lee
Livewire Markets
Fixed Income

Chart of the Week - Higher for Longer?

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
Fixed Income

Aussie corporate and home loan defaults continue to climb sharply...

There are huge signs of stress in the non-bank home loan, commercial real estate and construction industries
Christopher Joye
Coolabah Capital
Fixed Income

This sector could have all its EBITDA eaten up in a year

In a high rate environment, the last thing you want to be is over-levered
David Thornton
Livewire Markets
Fixed Income

This cycle has a different dynamic

This time around, inflation is likely to be falling over the slowdown phase, which is a very different dynamic compared to previous cycles.
Kellie Wood
Schroders
Fixed Income

What can credit investors learn from the demise of Credit Suisse?

In March 2023, 170 year old investment bank Credit Suisse required a hastily-arranged takeover by UBS to prevent a banking crisis and broader economic fallout in...
Craig Morabito
First Sentier Investors
Fixed Income

The beginner's guide to bonds: How do interest rates affect the value of bonds?

In the final part of our educational series, we look at the way bond values are priced.
Hans Lee
Livewire Markets
Fixed Income

A guide to maximising fixed income returns

Beneath the yield fixed income investors recieve, there are often overlooked avenues of transaction income many investors are missing out on
Josh Manning
Manning Asset Management
Fixed Income

How much public debt is too much?

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...
Janu Chan
Bitesized Economics
Fixed Income

Demystifying credit risk measures

Clive Smith takes a closer look at some of the more commonly utilised measures of credit spread risk.
Clive Smith
Russell Investments
Fixed Income

Why KKR prefers credit over equities right now

According to Jeremiah Lane, the high yield bond market is "as clean as it has ever been"
Jeremiah Lane
KKR Australia
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