fixed income

Record-high equities are telling one story. Brad Dunn explains why the bond market is telling investors something very different.

Geopolitical shocks drove yields higher in FY26. Here's how the top income funds turned volatility into returns.

Why Yarra's Darren Langer believes Australian bonds offer a rare combination of attractive income, portfolio defence & compelling value.

Not all hybrid replacements are created equal. Here's why chasing the highest yield could cost you more than you think.

How Schroders is positioning for higher inflation, why credit is doing the hedging bonds used to, and the stocks momentum has left behind.

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.

Kapstream’s Mark Bayley explains how fixed income has become a genuine return driver.

Two advisers share how they're positioning portfolios for the years when cash flow matters most.

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.

Why Neuberger's Adam Grotzinger believes investors are fighting the last war while potentially missing out on today's opportunities.