Fixed Income

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.

Listen to Victor Rodriguez discuss our views on where we see value in the market right now as well as a deep dive into our Funds.

While we remain in lockdown, we ask our investment teams why these lockdowns seem different and what’s expected in 2022 and beyond.

We unpack how the Buy-Now-Pay-Later sector is funding their extraordinary growth and discuss some possible funding challenges on the horizon.

We provide our quarterly around-the-grounds perspective on public and private credit markets, highlighting the risks and opportunities emerging following the most recent COVID outbreak across the east coast of Australia.