Fixed Income

This month we compare Australian commercial real estate loans with the United States, assessing which of the two markets are most acutely impacted by the higher interest rate environment as well as looking to where we may see opportunities in the quarters to come. 

Meet the team at Challenger IM; Spend 2 minutes finding out what they bring to the table, their views on current markets and more.

Meet the team at Challenger IM; Spend 2 minutes finding out what they bring to the table, their views on current markets and more.

Pete Robinson reveals that he is preparing for any one of seven recession scenarios. In this video Pete shares which scenario he is preparing for and how he is investing on behalf of clients.

Global banking was rocked to its core in March. But it’s still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.

We provide our quarterly around-the-grounds perspective on non-financial credit, financial credit, ABS & whole loans and real estate loans, highlighting patience is key.

In this exclusive video interview, Pete Robinson, Head of Investment Strategy, speaks with Linda Mead, Senior Institutional BDM at Fidante, about her investment experience and background in non-traditional fixed income markets.

We wade into the debate on valuations of private assets stressing the importance of understanding the background and rationale for different approaches and why transparency is critical. We also discuss recent events around Credit Suisse and US regional banks.

We discuss the impact that house price formations during COVID had on reducing vacancy rates, even in the face of net outward migration.

We provide our quarterly around-the-grounds perspective on public and private credit markets covering activity in the final quarter of 2022 and refreshing our views for the year ahead.

We look through recent headlines around Blackstone’s interval funds, revisiting the topic of how to better assess risk at a fund rather than an investment level.

We take a look at what the real central bankers (the major banks) in Australia are up to and investigate how they are allocating RBA cash rate increases between depositors and borrowers on both the retail and corporate side.