fixed income

Latest news and analysis on fixed income

Asset Allocation

What investors can do if we don’t get a soft landing

Markets are hoping for a soft landing, but they are notoriously rare. I take a look at whether we will get one, and what to do if we don't.
Isaac Poole
Ascalon Capital
Funds

Top Performing Funds: The bond funds that crushed it in FY24

In a paltry year for global bond investments, these funds stood out.
Hans Lee
Livewire Markets
The Pitch

The landmark moment in this veteran investor's 40 year career

Perpetual's Michael Korber is, without question, a markets veteran. Now, he's sharing the advice he would give to today's novices.
Hans Lee
Livewire Markets
The Pitch

One way to maximise your investment in the ASX Big Banks (and double your yield)

Bank bills may not be shiny on the surface, but some leading products can make you up to 9% yield.
COL
MQG
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Hans Lee
Livewire Markets
Macro

272,000 US jobs is not the same in old money

Interest rate cuts are being delayed, a pattern repeated many times this year.
Chris Iggo
AXA Investment Managers
Income Series

Don’t wait for the first cut, now is the time to lock in fixed income returns

The fixed income market has changed dramatically. PIMCO's Robert Mead is here to help you keep up with the changes and the opportunity.
Chris Conway
Livewire Markets
Income Series

Why this is a much more interesting period for income investors (and how to take advantage)

Flexibility and more dynamic allocations will be required in the new normal, according to Schroders' Adam Kibble.
Chris Conway
Livewire Markets
Macro

Different ways to 2%

Central banks will likely maintain a 2% inflation target in the coming years.
Chris Iggo
AXA Investment Managers
Macro

Riding the wave: Global markets eye growth as inflation eases, bonds offer resilience

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.
Chris Iggo
AXA Investment Managers
Investment Theme

Forget neo-banks: Introducing Australia’s new leading lenders

Non-bank lenders are offering borrowers a compelling alternative and investors a handsome premium.
Timothy Dowling
Aquasia
Investment Theme

The hitchhiker’s guide to responsible investing in fixed income

ESG has become mainstream within equities, but there is a growing recognition that responsible investing can be applied to fixed income.
Vinnay Cchoda
Betashares
Macro

Can the "everything rally" keep going?

Signal or Noise is back with its first global multi-asset show for 2024 - and the divergence in central banks is taking centre stage.
Hans Lee
Livewire Markets
Fixed Income

Arrears rising, should credit investors be concerned?

Three primary ways credit investors can lose money.
Josh Manning
Manning Asset Management
Macro

Five takeaways from US soft landings

Whether we will see a soft landing has been the big question facing financial markets.
Janu Chan
Bitesized Economics
Views from the Top

3 global sectors where it pays to be invested right now

T. Rowe Price High Yield Portfolio Manager (and Sydney's very own) Michael Della Vedova takes us on a tour of the global high yield market.
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Hans Lee
Livewire Markets
Rapid Fire

Why complacency (and not defaults) will become investors' kryptonite

T. Rowe Price's Mike Della Vedova answers six of our most burning questions in a high yield edition of Livewire's Rapid Fire.
Hans Lee
Livewire Markets
Fixed Income

Now is the time to prepare your portfolio for rate cuts

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.
Adam Bowe
PIMCO
Asset Allocation

Beware the great equity unwind

Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.
Lakshman Anantakrishnan
ANZ Private
Asset Allocation

Markets are overpriced, but we see opportunity in these 5 areas

The Affluence Investor Letter looks back on 2023, our investment performance, and where we see attractive opportunities for 2024.
Daryl Wilson
Affluence Funds Management
Fixed Income

3 potential paths for interest rates and what they mean for bond investors

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.
Charlie Jamieson
Jamieson Coote Bonds
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