Don’t just sit back and hope – get active!

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For many investors investing in fixed income means sitting back and collecting the half-yearly interest payments. But Jason Lindeman, Head of Credit Research at Coolabah Capital Investments, believes it’s important to take an active approach to fixed-income investments. That doesn’t just mean trading regularly – though they certainly do that – but actually campaigning for positive change to realise value in their investments.

Key points:

  • Credit ratings are not objective – ratings agency analysts regularly adjust ratings up or down based on qualitative factors
  • Thoroughly reviewing offer documentation is critical as it helps to understand default protection, among other things

In the video below, Lindeman discusses some recent examples where the firm has taken active positions to capture upside, or avoid downside risks. Lindeman also reveals that Coolabah uses artificial intelligence to rate every bond globally, and has traded actively on these unique insights.


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