Fixed Interest Articles

Home > articles > fixed interest

Fixed Interest Articles

Latest

Investor Education

Alternative Investment

FEATURED

Fixed Interest · Macro · 9 MIN READ

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Simon TurnerHead of Content (CFA)

28 Oct 2026

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.

Fixed Interest Macro ETF Investor Education

23 Sept 2026

· Simon Turner

· 10 MIN READ

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

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

Fixed Interest Macro ETF Investor Education

23 Sept 2026

· Simon Turner

· 10 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

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 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

The Canary in the Private Credit Coalmine

Savvy investors are always on the lookout for the proverbial canary in the coalmine, particularly when markets keep hitting all-time highs with seemingly unstoppable momentum.

Private Assets Fixed Interest Managed Fund

13 Oct 2025

· Simon Turner

· 6 MIN READ

Introducing Syndicated Loans as a Yield Enhancer

It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.

Fixed Interest Managed Fund Investor Education

17 Sept 2025

· Simon Turner

· 6 MIN READ

If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US

The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…

Managed Fund Fixed Interest Investor Education

8 Sept 2025

· Simon Turner

· 6 MIN READ

Bond Markets Are Celebrating the Death of TINA

Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.

Fixed Interest Managed Fund ETF Investor Education

1 Sept 2025

· Simon Turner

· 6 MIN READ

Rethinking private credit for income and defensive portfolios

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Investor Education Fixed Interest

29 Aug 2025

· Lauren Ryan

· 5 MIN READ

Chicken Little: Lessons from 30 Years in Private Lending

Mankind has a short memory — and in finance, that forgetfulness comes at a price. After three decades in private lending, I’ve seen the same cycle repeat itself three times. Each time, I’ve raised the warning flag. Each time, the industry has dismissed it as professional jealousy. Each time, I’ve been proved right.

Fixed Interest Managed Fund Investor Education

27 Aug 2025

· Richard Woodhead

· 5 MIN READ

Cracks in the System: Learning from the Collapse of Shield, First Guardian & Australian Fiduciaries

Most investors think of fixed income investing as being a lower risk asset class. Yet surprisingly, three major fixed income managed funds have recently collapsed. It’s been a stark reminder that even at ‘safe’ end of the investment risk spectrum, vigilance, transparency, and governance should be regarded as non-negotiable.

Fixed Interest Managed Fund Investor Education

3 July 2025

· Simon Turner

· 6 MIN READ

The Weird & Wonderful World of Fixed Income

Fixed income investing has long been seen as the sober counterpart to the wilder ride typical of equity investing. Investors generally invest in fixed income with the expectation of reliable income returns and capital preservation.

Fixed Interest Managed Fund Investor Education

24 June 2025

· Simon Turner

· 5 MIN READ

How to Select a High-Quality Mortgage Fund & an Example

Mortgage funds have surged in popularity in recent years due to the attractive yields on offer which are backed by tangible property assets. However, as the sector matures and becomes more crowded, it’s more important than ever that investors understand not all funds are created equal. The vast spectrum of mortgage fund disclosure is also important to understand, since much of it is below the minimum level required by prudent investors.

Fixed Interest Managed Fund Investor Education

13 June 2025

· Simon Turner

· 8 MIN READ

How to make More Money in Bond Funds with a Superior Understanding of Duration

In the world of bond investing, few concepts are as powerful, or as misunderstood, as duration. Often simplified as a measure of interest rate sensitivity, duration can be used as a powerful tool to help investors make more informed and profitable decisions when investing in bond funds. Moreover, understanding duration at a deeper level can significantly enhance investors’ returns and reduce their risk by optimising timing, improving fund selection, and navigating changing interest rate environments more effectively…

Fixed Interest Investor Education

11 June 2025

· Simon Turner

· 7 MIN READ

Active Fixed Income Management is Back in the Game

As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.

Fixed Interest Managed Fund Investor Education

14 Apr 2025

· Simon Turner

· 6 MIN READ

Income beyond yield | Conviction Capital | Episode 4

This episode of Conviction Capital features former CBA CEO and ex-Future Fund chairman David Murray and Hamilton 12 Managing Director Richard McDougall as they discuss where investors should look for income, from private and trade credit through to franked dividends from Australian shares.

Asset Allocation Banking & Financial Services Fixed Interest Private Assets Equities Shares Macro Expert Perspectives Investor Education

Watch now

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

15:19

27 Mar 2025

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.

Fixed Interest

Watch now

Articles