There are good reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard Rauch from Brandywine Global Investment Management delves into government and corporate bonds and active and passive investment. The beauty of being global is the third in a series of four Fixed Income Building Blocks podcasts that aim to build your knowledge and deepen your understanding of the asset class. We'll be talking to portfolio managers and industry experts to lift the lid on fixed income in an easy to understand format, suitable for any skill level ..read more

How do you build a fixed income product based on residential property? We spoke to CFMG Capital’s Andrew Thomson about how the CFMG Monthly Income Fund provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property. It provides investors with a regular income stream, as the fund aims to distribute returns on a monthly basis with a current targeted return of 8.25% per annum (net of all fees*) as at April 2024, reviewed monthly. This episode of Fixated is hosted by FINA Commercial Director Ben Ready ..read more

Where are we in the journey to lower inflation? Tune in to hear expert commentary from award winning fixed income portfolio manager, Dr Christian Baylis. What is the neutral real rate? What’s attractive right now? What do rising defaults mean for credit spreads? Learn about Fortlake’s fascinating default arbitrage strategy ..read more

Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. Diversification is a key reason investors turn to fixed income, but it’s important to think about liquidity and yield as well. Rising interest rates have changed the outlook and prospects for the asset class. Anthony talks big picture as well as some of the specific investments they favour. Diversity & Liquidity is the second in a series of four Fixed Income Building Blocks podcasts that aim to build your knowledge and deepen your underst ..read more

Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks and it’s many protections as well as Thinktank’s two funds in this informative podcast ..read more

Career, life, decision making and figuring out the ‘why’.  In celebration of International Women’s Day we sit down with Amy Xie Patrick from Pendal Group ..read more

There’s a lot of mixed sentiment about what will happen to global interest rates this year; we chat to Senior Economist, Janu Chan about her inflation and interest rate expectations and the impact on fixed income markets. Chan resides in Hong Kong, so delves into capital flows in Asia Pacific and Evergrande’s liquidation order by Hong Kong’s High Court. Read more of Janu Chan's contributions on Fixed Income News Australia, and be sure to keep up to date with her activity on Bite-Sized Economics ..read more

This week we talk about high yield and emerging market bonds with Amy Xie Patrick, Head of Income Strategies at Pendal Group. We take a deep dive into these sectors, why they are attractive to investors, the risks associated with them, and favoured emerging market countries. Also discussed are the potential impact of a US recession and change of government, the Chinese economy, and the energy transition ..read more

With higher interest rates making fixed income more attractive to investors, we talk investing direct in bonds with Jessica Rusit, Associate Director – Investment Strategy at FIIG Securities. We discuss how a bond portfolio compares to an exchange traded fund (ETF), what happens to bonds in a recession, liquidity in the bond market and how FIIG structure their bond portfolios to suit a wide range of risk appetites ..read more

This week we sit down with Cashwerkz (ASX: CWZ) CEO Jon Lechte to get the inside scoop on the $14 million capital raising effort to acquire a 25% stake in Tactical Global Management (TGM), and the reasons behind the decision to rebrand Cashwerkz as Income Asset Management Group. We also look into how the remainder of the funds raised will benefit fund incubator FundIncome and Fortlake Asset Management, and the importance of treasury management services to their ongoing strategy ..read more