fixed income

Latest news and analysis on fixed income

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
Outlook Series

Why equities will rise and private credit will deflate in 2024

We think the consensus view for 2024 will be wrong, as it was in 2023, and the equity market will rise strongly.
Jun Bei Liu
Ten Cap
Outlook Series
Sponsored

The Ultimate Investing Guide for 2024

Learn where investment experts see opportunity and risk within eight asset classes in this exclusive eBook.
Livewire Exclusive
Livewire Markets
Education

Bonds: Why quality matters

Liquidity can mean the difference between prospering and missing out when opportunities arise.
Charlie Jamieson
Jamieson Coote Bonds
Fixed Income

The recession dilemma: Why J.P. Morgan Asset Management isn't playing the 'if' and 'when' game

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why
Chris Conway
Livewire Markets
Education

Why Government Bonds remain a natural choice

Government Bonds are arguably now in better shape and more able to defend portfolios than they have been in years.
Charlie Jamieson
Jamieson Coote Bonds
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Fixed Income

Why it’s now more important than ever to diversify

The diversification dilemma...
Josh Manning
Manning Asset Management
Expert Insights

Risk is everywhere, just make sure you're getting paid to take it

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.
Chris Conway
Livewire Markets
Views from the Top

Why this credit investor sees returns of up to 8% from here

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano
Chris Conway
Livewire Markets
Expert Insights

This market has changed and changed again... here's how to navigate it

The fixed income market has been through a tumultuous period and whilst investors have felt the pain, there are effective strategies
Chris Conway
Livewire Markets
Fixed Income

Should you fear the big, bad default cycle?

I'm sick of reading pieces that stir unnecessary fear. Thankfully, Manning Asset Management's Josh Manning feels the same.
Ally Selby
Livewire Markets
Macro

What does a flood of government bonds mean for financial markets?

A flood of new global sovereign debt will affect market dynamics.
Arif Husain
T. Rowe Price
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