My Profile
Edit Profile
My Follows
My Wires
My Drafts
Analytics
Email Preferences
Sign Out
home
most popular
Latest
Undiscovered Funds
Income Series
Series
Buy Hold Sell
Expert Insights
Fund in Focus
Fund Manager Q&A
Income Series
Listed Series
Meet The Investor
Outlook Series
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Undiscovered Funds
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Contributors
Find Funds
About Livewire
Careers
Contact Us
Write a Wire
Notifications
Loading...
Write a wire
Account
My profile
My follows
My wires
My drafts
Analytics
Email preferences
Company
About Livewire
Contact us
Sign out
Sign In
Join Free
Latest
Undiscovered Funds
Income Series
Series
Buy Hold Sell
Expert Insights
Fund in Focus
Fund Manager Q&A
Income Series
Listed Series
Meet The Investor
Outlook Series
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Undiscovered Funds
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Find funds
bonds
Latest news and analysis on bonds
Education
•
Sponsored
One of Australia’s best performing long duration strategies
As government bond yields have leapt off their near-zero per cent lower bounds, and cash rates approach their terminal levels, which could precipitate recessions,...
Livewire Exclusive
Livewire Markets
Fixed Income
Bank bond issuance could slow sharply
Markets do not appear to be pricing in the risk of a substantial slow-down in bank bond issuance
Christopher Joye
Coolabah Capital
Macro
RBA flags risk of higher rates
The RBA has canvassed the possibility of lifting its cash rate to 4.8% to tackle its inflation problem
Christopher Joye
Coolabah Capital
Advertisement
Macro
Why competing narratives mean you should be underweight equities
Markets love a narrative. But the host of competing narratives leaves equities exposed to downside risk. Remain defensive to manage risk.
Isaac Poole
Oreana Financial Services
Macro
Chatting about the coming Zombie Apocalypse with Commsec's Tom Piotrowski
A punchy interview that covers pretty much everything that is currently topical in financial markets...
Christopher Joye
Coolabah Capital
Macro
Why the RBA did not surprise with "shock" 25bps hike
We've repeatedly warned investors of the risks of a second hiking cycle and the fact there is little chance the RBA will cut this year
Christopher Joye
Coolabah Capital
Macro
Chris Joye's Complexity Premia
Podcast
Listen to Chris' latest thoughts in this new episode of the Complexity Premia podcast
Christopher Joye
Coolabah Capital
Macro
Lessons from the Credit Suisse wipe-out
Don't move down the capital structure unless you are comfortable with the company's underlying default risk...
Christopher Joye
Coolabah Capital
Macro
Regulators need to combat speculative attacks on systematically important banks like Deutsche Bank
High velocity digital deposits have opened-up big banks to attacks by speculative short-sellers trying to engineer a crisis of confidence
Christopher Joye
Coolabah Capital
Equities
Surely Powell knows this?
Fed boss J Powell raised rates again this week, despite the backdrop of bank failures and tightening credit. Is this the end of the Fed put?
Greg Canavan
Fat Tail Investment Research
Fixed Income
What does the Credit Suisse bail-in of its hybrids mean for Aussie bank hybrids?
Write-off of European bank bonds/hybrids is quite common - Credit Suisse is the latest example. But it has never happened in Australia
Jason Lindeman
Coolabah Capital
Macro
UBS buys Credit Suisse in CHF3 billion deal, bonds fully protected as AT1s are zeroed (Updated)
UBS acquires CS, imposing 89% losses on shareholders from 12mths ago, CS bonds/deposits are unaffected while hybrids are written-off
Christopher Joye
Coolabah Capital
Fixed Income
Portfolio strategies for 2023 – locking in higher returns
As central banks close in on their respective terminal rates, bringing the current tightening cycle to an end this year, we look at the trading implications for 2023...
Jessica Rusit
FIIG Securities
Fixed Income
Central bankers don't make for good gymnasts
BondAdviser's John Likos writes about why a hard landing is more likely than any other scenario - and how the bond traders are playing it.
John Likos
BondAdviser
Fixed Income
This is the best environment for bonds in
years
After one of the worst years for bonds in decades, the asset class is once again establishing itself as a safer haven in economic downturns
Adam Bowe
PIMCO
Fixed Income
The recession we had to have?
The 24th Prime Minister of Australia and the 2023 bond market may not have a lot in common at first glance.
Charlie Callan
BondAdviser
Asset Allocation
The three reasons why the bear market for equities will continue
London-based Longview Economics believe financial markets have still not priced in a recession. Find out why here.
Hans Lee
Livewire Markets
Funds
The best-performing fixed income funds from 2022 have this one trait in common
Even after a hard year for fixed income investors, some found a way to stand out. This wire will look at the best in class for 2022.
Hans Lee
Livewire Markets
Outlook Series
10 questions with PIMCO's Adam Bowe
PIMCO portfolio manager Adam Bowe shares his market calls into 2023.
Chris Conway
Livewire Markets
Macro
The great regime change: growth and cheap money are dead
This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.
Christopher Joye
Coolabah Capital
1-20 of 517
1
2
3
…
24
25
26
most
popular
Equities
2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12
months)
Buy Hold Sell,
Livewire Markets
Equities
Buy Hold Sell: 5 stocks for your radar right
now
Buy Hold Sell,
Livewire Markets
Equities
It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s
next.
Ally Selby,
Livewire Markets
Fixed Income
Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has
started
Hans Lee,
Livewire Markets
view all
Advertisement
trending
on livewire
Get the best of Livewire by signing up to our popular daily newsletter
subscribe