Bedste Fixed Income-podcasts (2025)

1
US Election Aftermath & Private Credit with Mark Bayley from Kapstream 33:30

3M ago33:30

33:30

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.…

1
Why transparency matters in private credit with Andrew Thomson from CFMG 23:16

4M ago23:16

23:16

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…

1
The Future of Hybrids with Brad Newcombe from Fixed Income Solutions 22:15

4M ago22:15

22:15

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.

1
What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price 35:10

5M ago35:10

35:10

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? D…

1
Responding To Private Credit Criticisms With Frank Danieli From MA Financial 44:51

6M ago44:51

44:51

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 $…

1
US Government Bonds with Chamath De Silva from Betashares 26:11

9M ago26:11

26:11

This week we sit down with Chamath De Silva, Head of Fixed Income at Betashares to discuss US Government Bonds and briefly, its new Australian Major Bank Subordinated Debt ETF (ASX:BSUB). Betashares currently have over $37 billion in funds under management, and $10.5 billion in fixed income funds.

1
The beauty of being global with Richard Rauch from Brandywine Global 37:12

10M ago37:12

37:12

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 three Fixed Income Building Blocks podcasts …

1
Introducing the CFMG Monthly Income Fund with Andrew Thomson 18:37

10M ago18:37

18:37

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 s…

1
Three Critical Stages to Inflation with Christian Baylis from Fortlake 34:16

10M ago34:16

34:16

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.…

1
Diversity & Liquidity with Anthony Kirkham from Western Asset Management 25:46

11M ago25:46

25:46

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…

1
The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank 41:08

11M ago41:08

41:08

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.

1
Jumping Off The Conveyor Belt with Amy Xie Patrick 44:08

12M ago44:08

44:08

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.

1
Yield & Risk with Andrew Canobi from Franklin Templeton 23:46

12M ago23:46

23:46

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 …

1
Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics 29:40

1y ago29:40

29:40

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 C…

1
Issuing fixed income securities: a company’s perspective with George Whittle from Brighte 28:42

1+ y ago28:42

28:42

Ever wonder why a company decides to issue fixed income securities? In this podcast we talk about the decision making process and issuance of Asset Backed Securities (ABS) with George Whittle, Head of Funding at Brighte. We consider the ABS structure, investor appetite, what happens when deals are oversubscribed and tips for companies thinking abou…

1
High Yield and Emerging Market Bonds with Amy Xie Patrick from Pendal 41:45

1+ y ago41:45

41:45

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 go…

1
Buying bonds for your portfolio with Jessica Rusit from FIIG 31:57

1+ y ago31:57

31:57

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 str…

1
Private Debt Keeps Delivering in Turbulent Times with Andrew Lockhart 29:03

2y ago29:03

29:03

With increased market volatility, investors are looking for more certainty. We speak to Andrew Lockhart, Managing Partner at Metrics Credit Partners about the benefits of private debt and the role it can play in your portfolio. Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect…

1
Celebrating three inspirational women for International Women’s Day 56:27

2y ago56:27

56:27

In honour of International Women’s Day, this week we sit down with three amazing women in finance to talk about their careers, how they manage a healthy work-life balance, and of course - their secrets to success. Our first guest is Camilla Love, Director at Perennial Investment Management and Founder of F3 (Future Females in Finance), followed by …

1
Inflation in 2023 and beyond with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management 19:48

2y ago19:48

19:48

Dr Christian Baylis returns as our first guest for the year to discuss inflation and the strategies he’s using for Fortlake’s award winning funds. We also talk about the differences in the US and Australian yield curves, negative real interest rates, the economic cycle and the risks that could influence the market.…

1
Credit Investing Risks & Opportunities with James Alexander - Investment Solutions Specialist at Perpetual 23:38

2+ y ago23:38

23:38

This week we sit down with James Alexander, Investment Solutions Specialist – Listed Investments at Perpetual to discuss how floating rate instruments differ from fixed rate bonds and some of the investing strategy considerations for managers and investors. James also addresses some of the risks in the market currently and how they are managing the…

1
Volatility with Anthony Kirkham – Head of Investment Management (AU & NZ) at Western Asset Management 23:28

2+ y ago23:28

23:28

1
Inflation with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management 31:58

3y ago31:58

31:58

Our first guest for 2022 is Dr Christian Baylis who earned his Ph.D in inflation modelling and forecasting. We discuss inflation expectations, central bank policies and market volatility amidst the recovery from the COVID-19 pandemic. We also talk about Fortlake fund strategies, performance and the firm’s success with $1bn funds under management in…

1
Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream 28:09

3+ y ago28:09

28:09

This week we sit down with Mark Bayley, Portfolio Manager at boutique firm Kapstream Capital, which has over A$16 billion in funds under management. We discuss what is driving inflation, central banks, and a credit outlook for 2022. We also talk about who Kapstream are, and learn more about their investment strategies.…

1
Short term fix for a long term problem? with Robert Tipp – Chief Investment Strategist and Head of Global Bonds at PGIM 41:58

3+ y ago41:58

41:58

This week we talk to Robert Tipp all the way from New York. Robert is Managing Director, Chief Investment Strategist and Head of Global Bonds for PGIM Fixed Income, a top 10 global asset manager with USD$1.5 trillion in funds under management. We discuss whether developed countries with massive debt burdens are heading toward a Japanese-style econo…

1
Positioning Fixed Income Portfolios with Chris Black – Managing Director of Alexander Funds Management 29:46

3+ y ago29:46

29:46

This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixed income portfolios in the current low interest rate climate, his expectations for inflation, the property market and investing in warehouses. We also learn more about the types of funds available at …

1
"What’s the growth trajectory?" with Warren Hogan – Managing Director of EQ Economics 29:05

3+ y ago29:05

29:05

This week we talk to Warren Hogan, Managing Director of EQ Economics, to get his take on monetary policy and inflation. We also discuss interest rates, reopening the economy and which states have the best prospects for recovery in the near future.

1
Tackling climate change with Dr. Kylie-Anne Richards – Executive Director and Chair of ESG at Fortlake 16:22

3+ y ago16:22

16:22

This week we talk to Dr. Kylie-Anne Richards, tenured Lecturer at University of Technology Sydney (UTS), and Executive Director and Chair of ESG at Fortlake Asset Management. We discuss the findings of her most recent research paper on transition risks and sovereign bond yields, which is a collaboration between UTS, Fortlake and Ardea who have team…

1
Who are CIP Asset Management? with Victor Rodriguez – Head of Fixed Income at CIPAM 28:02

3+ y ago28:02

28:02

“CIP Asset Management might well be one of the largest, most established Australian investment management businesses your listeners may have never heard of.” This week we sit down with Victor Rodriguez, Head of Fixed Income at CIP Asset Management, part of the funds management division of Challenger. We discuss its background and 15+ year history, …

1
Housing, Interest Rates and China with Chris Joye – Chief Investment Officer of Coolabah Capital 37:42

3+ y ago37:42

37:42

This week we sit down with Chris Joye to discuss internal migration and the impact of working from home on housing markets, the possibility of a cash rate increase, iron ore prices and our relationship with China. Chris discloses where he sees opportunities for investors and gives us some insight into the Coolabah Long-Short Absolute Return Credit …

1
ESG with Bill Haughey – Head of Aberdeen Standard’s Infrastructure Funds Australia 15:43

3+ y ago15:43

15:43

This week we talk to Bill Haughey, about Environmental, Social and Governance (ESG) fundamentals, and what the market is like in Australia for ESG. We also discuss Public-Private Partnerships (PPP), infrastructure and the new, $2.2bn Royal Adelaide Hospital PPP and its green and social components.

1
Corporate Bond Market Inquiry with Jason Falinski MP – Chair of Standing Committee on Tax and Revenue 21:13

3+ y ago21:13

21:13

This week we speak with Jason Falinski MP, Member for Mackellar about the Federal Government inquiry into development of the Australian Retail Corporate Bond Market. We discuss why the inquiry came about, how regulation has impacted personal investors, Atlassian’s experience, and changes the committee are looking to make.…

1
Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson 24:51

3+ y ago24:51

24:51

This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, why near-term inflation is transient, and how financ…

1
Fixed Income for Personal Investors with Darren Langer – Co-Head of Fixed Income at Yarra Capital Management 19:43

3+ y ago19:43

19:43

This week we sit down with Darren Langer, Co-Head of Australian Fixed Income at Yarra Capital Management to discuss the merger of Nikko Asset Management and his personal views of Australian cash rate rises. We talk about why he considers investors are under weight fixed income, and the proliferation of private debt, and lift the lid on three of Yar…

1
Blossom: The Millennial Savings App with Gaby Rosenberg – Co-Founder of Blossom 13:29

3+ y ago13:29

13:29

This week we talk to Gaby Rosenberg, the millennial entrepreneur co-founder of Blossom, a brand new, app-based FinTech platform designed to introduce younger generations to the fixed income asset class. We discuss how the Blossom app came about, its focus on female empowerment, and its environmental and ethical decisions for funds under management.…

1
Credit Quality with Teiki Benveniste - Head of Ares Australia Management 30:59

3+ y ago30:59

30:59

This week we lift the lid on credit with Teiki Benveniste, Head of Ares Australia Management. We talk in depth about inflation, credit quality, investment-grade and sub investment-grade credit ratings, default probabilities and what the market has done in the last 12 months. Teiki also fills us in on the Ares Global Credit Income Fund, including it…

1
Cashwerkz Transformation Strategy with Jon Lechte – CEO of Cashwerkz 26:24

3+ y ago26:24

26:24

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 f…

1
Private Debt with Andrew Lockhart – Managing Partner of Metrics Credit Partners 29:28

3+ y ago29:28

29:28

This week we delve into the world of private debt with Andrew Lockhart, Managing Partner of Metrics Credit Partners. We look at the basics of the private debt asset class, it’s benefits for investors, the risks associated with it, the size of the Australian market and how private investors can diversify their portfolios with it. Andrew discusses Me…

1
Interest Rates, DeFi & Inflation with Nicholas Bishop – Director of Bishop & Fang Capital Advisory 30:26

3+ y ago30:26

30:26

This week we talk to Nicholas Bishop (Director of Bishop & Fang Capital Advisory) about Interest Rates, Decentralised Finance (DeFi) and Inflation. We discuss if there is a relationship between Australian and US inflation, and whether Biden’s stimulus will impact our economy. We also ask whether equities are a good inflation hedge, and examine infl…

1
Hybrids with Barry Ziegler - Head of Fixed Income at Bell Potter Securities 22:03

4y ago22:03

22:03

This week we talk to Barry Ziegler (Head of Fixed Income at Bell Potter Securities) about listed hybrids. We talk about upcoming call dates, expected new issues, where to find value, the impact of low interest rates and term funding facility, and more on Fixated: The Fixed Income Podcast with Elizabeth Moran.…

1
Defensive Portfolios with Justin Tyler - Director of Daintree Capital 21:33

4y ago21:33

21:33

In this episode of Fixated: The Fixed Income News Podcast - Justin Tyler (Director of Daintree Capital) sits down with Elizabeth Moran to discuss his views on inflation and structuring a portfolio defensively.

1
Do Bonds Still Diversify Equities? with Dr Laura Ryan - Head of Research at Ardea 13:56

4y ago13:56

13:56

In this episode of Fixated: The Fixed Income News Podcast - Dr Laura Ryan (Head of Research at Ardea Investment Management) sits down with Elizabeth Moran to discuss key aspects of her recent paper - Do bonds still diversify equities? They also discuss Ardea’s Real Outcome Fund available to retail investors.…

1
Biden's Stimulus Package with Samy Muaddi - Lead Manager (Emerging Markets) at T. Rowe Price 14:18

4y ago14:18

14:18

In this episode of Fixated: The Fixed Income News Podcast - Samy Muaddi (Lead Manager of the Emerging Markets Corporate Bond Strategy for T. Rowe Price) sits down with Elizabeth Moran to discuss emerging markets, and how Biden's stimulus and commitment to climate change might impact the US and Australian markets.…

1
Government Bonds with Samuel Morris - Senior Investment Specialist at Fidante Partners 14:25

4y ago14:25

14:25

In this episode of Fixated: The Fixed Income News Podcast - Samuel Morris (Senior Investment Specialist at Fidante Partners) sits down with Elizabeth Moran (Editorial Director of Fixed Income News Australia) to discuss the state of the fixed income market, Government bonds and inflation.

1
Corporate Bonds with Kyle Lambert - Executive Director of Fixed Income at Bond Income 11:49

4y ago11:49

11:49

In the third episode of Fixated: The Fixed Income News Podcast - Bond Income Executive Director of Fixed Income Kyle Lambert sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss corporate bonds and recent trends.

1
Mark Todd - Head of Fixed Income at Bank of China 14:20

4y ago14:20

14:20

In the second episode of Fixated: The Fixed Income News Podcast - Bank of China Head of Fixed Income Mark Todd sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss the current fixed income landscape.

1
Michael Cori - Senior Business Development Executive at Australian Bond Exchange 12:29

4y ago12:29

12:29

Australian Bond Exchange Senior Business Development Executive Michael Cori sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss the current state of the fixed income market.