This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions and explore the fascinating Private Credit asset class. We look at how Private Credit fits into an investor’s portfolio, the importance of understanding fees, and what investors should be looking for. Mark also shares his insight into the Kapstream Private Investment Fund which offers investors access to higher yielding investments in securitised warehouse financing ..read more

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor. We discuss the three CFMG funds, how they a ..read more

ASX listed hybrids have been a consistent source of income for decades. Is APRA’s proposal to phase them out likely to go ahead? Where else can investors get similarly high yields? Brad Newcombe from Fixed Income Solutions has followed the hybrid market for more than 25 years and gives us his views ..read more

Have you ever wondered how a portfolio manager invests? In this podcast we unpack yield and risk with Andrew Canobi from Franklin Templeton. He explains the Franklin Templeton investment process and gives some unique insights into yield relationships between various securities. For example, Australian major bank senior unsecured, subordinated Tier 2 securities and hybrid Tier 1 securities. Yield & Risk is the first in a series of three 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 manag ..read more

It’s rare to get strategic vision from a global asset strategist and we’re proud to bring you this interview with regular FINA contributor, Thomas Poullaouec. We ask, will there be a hard or soft landing? Does the US election matter? Is there more to run in US and Australian equities? What are Poullaouec’s views on fixed income sub asset classes? Does he still have cash to invest? Listen in to hear his frank and at times, unexpected answers ..read more

Private credit is growing, attracting new participants, as well as some criticism. What do you look for if you are thinking of investing? Frank Danieli from MA Financial says the asset class is about avoiding losers, not about picking winners, tune in to find out some of his other tips and learn more from an experienced lender, managing more than $4 billion in private credit ..read more

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