Featured Archives

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Hidden Alpha Emerges In Fallen Angels

Amy Clements

After the worst returns for fixed income in generations in 2022, bonds are back in demand, driven by higher bond yields and volatile equity...

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Hard To Be Gloomy

Seema Shah

Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management. A globally synchronised downturn produces a globally...

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Playing With Numbers

Chris Iggo

Concocting a bearish view on US stocks based on valuations is relatively easy. It doesn't mean the market is going to correct. Current inflation...

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Solid Returns Appear Set To Continue

Chris Iggo

The combined US unemployment and inflation picture suggests the Federal Reserve (Fed) will take monetary policy easing slowly. Two more 25 basis point (bp)...

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More Fixed Income Funds Join The 10%+ Return Party

Elizabeth Moran

Fixed Income News Australia recently published Two fixed Income Funds return 10%+ over the last year and the article generated significant interest. Readers liked the...

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Capital Notes – What Are They and Should You Invest?

Brenton Gibbs

The Australian bank capital note market has long been favored by income investors and is worth around $30 billion. Recent issues mean it's worth...

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Dynamic Duration: Adapting Bond Strategies for Unpredictable Markets

Contributing Author

By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies. The fixed income landscape has shifted significantly in recent years,...

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The Role of Fixed Income in a Positively Correlated World

Benoit Anne

The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....

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Filling The Lending Void In A Post-GFC World: Private Credit

Contributing Author

From Craig Brooke, KeyInvest CEO Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...

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May The Fourth Be With You – The 5 Cs Of Han Solo’s Credit

Jodi Pettersen

The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...