Fixed Income

In this FINA webinar, Pete Robinson discusses the pros and cons of both private and public credit.

We revisit our 2019 piece, “21 Questions for your Private Debt Manager”, adding five new questions which we think are especially relevant today as we hope to emerge from the COVID-19 pandemic.

Pete Robinson dives into the impact of rate hikes on various markets – from housing to credit and fixed income.

We provide our perspective on public and private credit markets covering the first major risk off event since the COVID-19 pandemic commenced in 2020 and discussing the implications of the sharpest increase in interest rates in recent memory.

We explore changing dynamics in labour markets, questioning whether the multi-decade decline in labour as a share of the economy is over and if so, what implications this may have for financial markets.

At the Portfolio Construction Forum Markets Summit 2022, Pete Robinson, Head of Investment Strategy, discussed why it makes sense to sit on the credit fence right now.

In part two of our recent article, “Public & Private – perfecting the blend” we examine how co-mingling public and private credit in a single portfolio can be an attractive investment.

Fixed income markets have changed dramatically over the past decade. We look at how investors have adjusted their approach and why co-mingling public and private credit in a portfolio can help maximise returns.

Pete Robinson introduces the CIPAM Credit Income Fund and discusses opportunities in Australia’s diverse private lending market.

Pete Robinson shares his market insights in these short video interviews with Ausbiz.

We explore the flow-on impact of fixed rate mortgages resetting to potentially much higher levels.

Our quarterly around-the-grounds perspective on public and private credit markets.