Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming off the first major offer for the year from ANZ.
How do you see the outlook for Capital Notes as an investment in 2022?
The demand is...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues.
The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management
Interest rates have decreased dramatically over the past decade and fixed income returns have declined in tandem. Some of these changes may unwind as we enter a...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone, asset manager Amundi has released an investments insights blue paper looking at these trends and how multi-asset portfolios can be resilient in an inflationary regime....
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that have similar features.
The international market is much more diverse and offers some really interesting options, but the investments can also be much higher risk.
Daintree recently...
By Anthony Si, Senior Investment Specialist at Citi Australia.
We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely to the daily news cycle and fixed income is impacted by negative perceptions of underperformance in an expected period of rising interest rates.
There are two...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies listed as sub-investment grade to make a comeback. Higher credit ratings and a return to investment grade will likely result in higher bond prices, creating...
One of the key reasons investors chose to invest in the fixed income asset class is for diversification, they are seeking investments that are not aligned to existing investments such as shares or property.
The fixed income asset class has plenty of opportunity for diversification with lots of sub sectors...
In this webinar, we talk with Anthony Kirkham who is the Head of Investment Management/Australian Operations for fixed income manger, Western Asset Management. The company joined The Franklin Templeton Group of companies in 2020. It has USD$491bn in assets under management. In our discussion with Anthony, we drill down...
