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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

Zigging in Private Credit when Everyone Else is Zagging

After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.

Fixed Interest Managed Fund Investor Education

9 Apr 2025

· Simon Turner

· 7 MIN READ

End of Hybrids: A Time for Yield with Franking

At the beginning of this week, we saw APRA release its decision on the $43B Hybrids market. Hybrids have been an instrument used primarily by banks to increase Tier 1 Capital levels and were a combination of debt and equity, hence the name “hybrid”. In this week’s piece we are going to look at the bank hybrids market, a popular investment category that has grown to be worth $43 billion since first being offered to retail investors in 1998.

Shares Fixed Interest

18 Mar 2025

· Phil Cornet

· 4 MIN READ

Private Credit in the Ascendancy

There aren’t many asset classes which have grown as consistently as private credit in recent years. More and more investors are allocating a portion of their fixed income capital to this fast growing asset class. For good reason. The solid risk-adjusted returns available in private credit provide welcome stability and predictability to investors’ portfolios.

Fixed Interest Managed Fund Asset Allocation

5 Mar 2025

· Simon Turner

· 4 MIN READ

The seismic shifts afoot in fixed income markets

More than a few fund managers have highlighted that fixed income investing these days is a world away from what it used to be. They’d be right. The very structure of global fixed income markets has changed since the Global Financial Crisis. As with all structural shifts, it pays to revisit the here and now on occasion to ensure your current strategy is fit for purpose. The reality is the strategies necessary to generate alpha in fixed income markets are different from the past.

Fixed Interest Managed Fund ETF

28 Oct 2024

· Simon Turner

· 5 MIN READ

Private Credit in the Spotlight: A Strategic Opportunity for Investors

In recent years, private credit investment has emerged as a frontrunner in the investment landscape. Private credit has topped the private markets globally in terms of both funds under management (FUM) growth and overall performance, capturing the attention of investors seeking stability in uncertain times. Private credit funds generate returns by acting as non-bank lenders, providing financing to businesses, and passing on the interest income from loans to investors.

Fixed Interest Investor Education

18 Oct 2024

· Frances MacDonald

· 4 MIN READ

What GEMI Capital’s challenges can teach us about selecting mortgage funds

The mortgage fund asset class has grown and matured in recent years. For good reason. Mortgage funds often offer investors attractive risk-adjusted returns by virtue of their superior yields. But as with all asset classes, not all mortgage funds are created equal. The recent challenges experienced by GEMI Capital’s investors provide a timely reminder of what can go wrong in this asset class.

Fixed Interest Managed Fund Asset Allocation

6 June 2024

· Simon Turner

· 6 MIN READ

The bond bear may not be ready to hibernate

We’re entering unchartered territory with the current global bond bear market both in terms of duration and magnitude. For an asset class which had previously been incorporated into the vast majority of portfolios primarily for its defensive attributes, this bear market has raised serious questions about how investors should view bonds looking forward.

Fixed Interest Macro Investor Education

22 May 2024

· Simon Turner

· 6 MIN READ

Gold vs Bonds - the aftermath of a trouncing

Financial markets thrive on long term correlations holding for the simple reason it provides high-probability context for investors to make investment decisions. So when a long term correlation breaks down that most investors thought made financial and intuitive sense, it’s generally worth delving deeper.

Fixed Interest Commodities Asset Allocation

18 Apr 2024

· Simon Turner

· 7 MIN READ

What’s behind the recent rush into corporate bonds?

Corporate bonds are once again popular with Australian and global investors alike. With markets expecting the RBA and the Fed to start cutting rates in the coming months, investors have been increasing their corporate bond exposure to lock in the highest yields available in recent years. We investigate whether or not this is a wise strategy below.

Fixed Interest Asset Allocation Investor Education

27 Mar 2024

· Simon Turner

· 5 MIN READ

Positioning, positioning, positioning: the key to 2024 outperformance

As a new year kicks off, investors face an investment landscape which doesn’t resemble many past periods. After the fastest interest rate rising cycle in history, the impacts of higher interest rates are still filtering through whilst two wars continue to rage, US Government debt levels reach unprecedented levels, and global growth is expected to run at well below trend.

Investor Education Asset Allocation Fixed Interest

11 Jan 2024

· Simon Turner

· 6 MIN READ

Is your fund manager worth their fees?

After the rapid rise in the number of ETFs on offer, investors are faced with more choice than ever when it comes to selecting funds. And with typical managed fund fees running at many multiples of typical ETF fees, investors are increasingly asking the question… is it worth paying the higher fees for an actively managed fund?

Investor Education Managed Fund Fixed Interest

14 Dec 2023

· Simon Turner

· 7 MIN READ

Why the big switch from equities to bonds hasn’t happened yet

Most market experts believe equities are expensive right now while bonds are cheap. Despite this fundamental backdrop, the much talked about switch from equities to bonds hasn’t happened yet. During market extremities like this, it’s worth asking why fundamentals are being so ignored in favour of momentum.

Shares Fixed Interest Asset Allocation

6 Sept 2023

· Simon Turner

· 5 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.

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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

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