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Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond issues are quickly over bid – more money is being offered to companies than what they want to raise. Consequently, companies can upsize the offer, decrease...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms. With inflation concerns rising around the globe, investors need to assess the actual drivers to determine if and how equities might be impacted. One common question we...
Fixed Income News Australia chatted to Justin Tyler, founding partner of investment management firm Daintree Capital, about managing duration, the impact of record low interest rates, and why fixed income should be an asset in the current financial market. How is the business going? We’re very happy with how Daintree is going. Funds...
Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned by Australian Unity. It actively manages diverse portfolios of fixed interest securities with a particular emphasis upon sustainable investment and through its financial and ESG...
Global Bonds Portfolio Manager at Janus Henderson Investors Andrew Mulliner provides commentary on US inflation figures. The big beats in US CPI today do tell us a few things about the current economic environment, but one of those things isn’t that there is a change in the secular inflation regime. The...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally refers to companies issuing corporate bonds. Investors are paid an interest rate over and above the government bond ‘risk free’ rate.  Corporate bonds can be...
A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1. Tell me what your thoughts are on the current market, is this an opportunity to buy in? Will rates go higher from here? How do you feel about inflation? Good timing Liz, I’ve only...
Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds Talks About Life And Government Bond Strategies In The Coming Year - Part 1. I’ve watched and admired Charlie Jamieson for years. Setting up with partner Angus Coote a business focused on the highest quality bonds – federal and state government...
Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and Global High Income Bond Strategies Portfolio Manager Samy Muaddi whose role is exclusively focussed on debt markets. He describes how the world can get itself...
Liz Harrison, Fixed Interest Analyst - ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook. Market review Bond markets remained volatile in March. The recovery story picked up pace in the US market, backed by strong economic data, a rapid vaccine rollout, an...

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