fixed income

With the backing of a highly experienced team, the Perpetual Credit Income Trust provides investors with access to the entire breadth of the credit market, including corporates, banks/financials, supranationals, high yield, loans and asset-backed securities. In this short video, Perpetual Investments Senior High Yield Analyst, Anne Moal, shows investors how... Show More

The Perpetual Credit Income Trust employs an investment style that seeks opportunities within the broadest possible universe, providing diversification while at the same time managing risk during any point in a market cycle. In this short video, Michael Korber, Head of Credit and Fixed Income at Perpetual Investments, explains why... Show More

The MCP Income Opportunities Trust (ASX:MOT) is set to debut on the ASX today and is the latest in a growing pool of listed alternative income offerings. The MOT offer closed in just nine days with demand exceeding the $300 million hard limit, meaning many investors were scaled back. As... Show More

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond markets – even here in Australia. I sat down with Ben Alexander from Ardea Investment Management to discuss his ongoing fascination... Show More

Let’s start by reviewing what the yield curve actually is. Consider a range of durations for government notes, for example, you can have 3-month notes, 1-year notes, 2-year notes and so on up to 30-year bonds and notes. Show More

ASX listed fixed income ETFs grew strongly in 2018 with $1.3 billion in net inflows, ranking third after International and Australian equity ETFs. The total value of fixed income ETFs is over $5.5 billion across 25 ETFs. Show More

A fixed income investment is a simple interest only loan. It may be made to a government, semi-government authority or company; as such, fixed income investments are often referred to as ‘debt’ investments. An investor agrees to purchase a fixed income asset from an issuer in exchange for interest payments... Show More

Diversifying your bond allocation to reach global markets can potentially accelerate returns by adding a layer of currency risk. As evidenced in 2018 – Australian investors with exposure to global high grade bonds ($USD) would have achieved double digit returns on an unhedged basis, in a year of low to... Show More

Until recently it has been hard for advisers and direct investors to gain exposure to investments in Australian corporate loans. The asset class offers diversification and income; however, access has traditionally been limited to wholesale investors and institutions. In October 2017, Metrics Credit Partners listed the MCP Master Income Trust (ASX:MXT),... Show More

International and domestic economic indicators have turned negative in recent months. Major central banks responded to this and the weak financial markets in late 2018. In fact, policy makers pivoted from “tough love” talk to hints of investor friendly intentions. The central bank “put”(1) lives. Global markets rebounded as a... Show More