Fixed Interest Articles

FEATURED

What the US Treasury’s Yield Battle Means for Australian Investors

US Treasuries are dominating the headlines for all the wrong reasons. After the US Treasury announced that it will more than double the size of its long-bond buybacks, yields rose rather than fell. In other words, the world’s largest borrower told the market what it wanted, and the market said no.

Simon TurnerHead of Content (CFA)

23 Sept 2026

The search for reliable income: what investors should consider

Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about how income-generating investments are allocated within a portfolio.

Fixed Interest

1 Sept 2026

· Lauren Ryan

· 5 MIN READ

Fixed Income Trade Offs

Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. That description is broadly right. But it can also create an unrealistic expectation that fixed income investing is simple, safe and always stable.

Fixed Interest Managed Fund

24 Aug 2026

· Daryl Wilson

· 7 MIN READ

Australia’s Debt Problem is Also an Investor’s Problem. Here’s How to Read It

Australian households are carrying some of the highest debt loads in the developed world, yet the Reserve Bank is still weighing whether to raise rates again. In the event the inflation print due out on July 29th runs hot, a fourth RBA rate rise may become more likely than not.

Fixed Interest Investor Education Property

29 July 2026

· Simon Turner

· 6 MIN READ

The search for reliable income: what investors should consider

Fixed Interest

1 Sept 2026

· Lauren Ryan

· 5 MIN READ

Fixed Income Trade Offs

Fixed Interest Managed Fund

24 Aug 2026

· Daryl Wilson

· 7 MIN READ

Australia’s Debt Problem is Also an Investor’s Problem. Here’s How to Read It

Fixed Interest Investor Education Property

29 July 2026

· Simon Turner

· 6 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

The Return of Australia’s Income Trade

The Australian share market has spent much of the past decade lagging global equities, as investors increasingly looked offshore for structural growth opportunities in areas such as artificial intelligence. Yet while broad local market returns have disappointed relative to global shares, income-oriented strategies have quietly emerged as some of the strongest performing domestic equity strategies.

Fixed Interest Investor Education ETF

21 July 2026

· Marc Jocum

· 8 MIN READ

Understanding investment risk: A framework for fixed income investors

How well is your fixed income investment portfolio expected to perform during an economic shock? Have you considered what could happen to your portfolio if the wrong things happen at the right time? How defensive will your fixed income investments be in the next economic crisis?

Fixed Interest Managed Fund Investor Education

13 July 2026

· CRAFT Fixed Income team

· 12 MIN READ

How a 3-Bucket Strategy Can Help Optimise Retirement Income

Retiring soon and wondering how to structure your investments? There are a range of strategies you can follow, from maintaining your existing approach to shifting into a new strategy. One approach investors use is known as the 3-bucket strategy.

Investor Education Fixed Interest

2 July 2026

· Sara Allen

· 6 MIN READ

Chasing Yield, Losing Wealth: Steps to Avoid the Biggest Income Fund Mistakes

When you are investing for income, you are looking for capital preservation, a level of growth and consistent income. But what if the fund you pick fails to deliver? Worse still, what if your money is lost?

Fixed Interest Investor Education

14 May 2026

· Sara Allen

· 8 MIN READ

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

The idea of regular, consistent payments is a critical part of an income-focused portfolio. Ensuring that a portfolio actually looks and works that way across extended periods can take a bit more planning. It’s not as simple as bunging everything into a bond and taking a monthly coupon.

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

Navigating Fixed Income Markets During a Chaotic Year

For bond investors, the first few months of 2026 have been chaotic to say the least. It has been a year in which duration, inflation sensitivity, and market structure have mattered again, often brutally.

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

Australian vs Global Bond Funds: Currency Changes Everything

Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.

Fixed Interest Managed Fund Investor Education

26 Feb 2026

· Sara Allen

· 8 MIN READ

Credit vs Equities in a Slowdown: Who Loses First?

There must be something about the 20s. Just like the 1920s, the 2020s have been turbulent and full of contradictions, though hopefully the 2020s won’t end the same way. As investors watch economic and geopolitical risks increase, alongside an uptick in inflation forcing the hand of the RBA, some may wonder if a slowdown is in the future.

Fixed Interest Shares Investor Education

19 Feb 2026

· Sara Allen

· 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

Fixed Interest Managed Fund Investor Education

13 Feb 2026

· Garreth Innes

· 7 MIN READ

CIPRs Explained Simply: Building a Reliable Retirement Income Stream

For such a critical and long-dreamed of part of life, investing in retirement was woefully underserviced until recently. Superannuation funds focused heavily on the accumulation stage, relegating pension phase to a side thought. As Australians have come to live longer, and more of the baby boomers have retired – one of the largest generation cohorts, it’s become patently clear that retirement investment strategies need more nuance to manage the unique challenges of retirement.

Superannuation Accounts Fixed Interest Managed Fund ETF

1 Dec 2025

· Sara Allen

· 9 MIN READ

The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market

Analysing inflation-linked ETFs & funds, credit spreads and global income rotations. Between inflation and market activity, investors in fixed income have had their work cut out for them. Post the GFC, rates remained low and investors in many instances were forced to look towards higher risk assets, like equities or more recently, private markets, for yield.

Fixed Interest Managed Fund Investor Education

30 Oct 2025

· Sara Allen

· 9 MIN READ

Generating attractive and reliable monthly returns from the world of global private credit

Dean Weinbren from TermPlus discusses why global private credit is one of the fastest growing assets classes over the last 20 years, and a long standing cornerstone in the portfolios of major institutional investors, offering attractive, reliable income and strong risk-adjusted returns.

Private Credit – a smart choice for retirees

In this presentation Roger Montgomery, Founder and Chairman of Montgomery Investment Management, explores why high-net-worth investors are turning to private credit and how it can help you secure your financial future with risk-adjusted returns.

The rise, risks and realities of investing in private credit

In this presentation Frances MacDonald from Capstone covers why private credit has become such a popular asset class, the spectrum of risk to return options available to investors and what to look out for.

Fixed Interest

Watch now

Articles