Fixed Interest Articles

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Fixed Interest · Investor Education · 8 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?

Sara Allen

14 May 2026

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

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

Navigating Fixed Income Markets During a Chaotic Year

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

How to Build a Reliable Income Portfolio

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

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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

Is it time to revisit fixed income?

Choosing what to invest in can be as difficult as maintaining a good diet. We all know we should eat healthily, yet how exciting would life be if we were always munching down on a quinoa and kale salad, leaving no room for an expensive steak, or a bag of your favourite lollies? Likewise, reliable, lower-risk bonds generally won't keep you up at night with wild price swings, yet do they offer the necessary returns available in riskier and perhaps more exciting asset classes?

Fixed Interest Asset Allocation Investor Education

27 July 2023

· Mark Garro

· 5 MIN READ

Private Credit Fund Unit Pricing – Overvalued?

Among the attractions of an investment in an unlisted private credit fund is avoiding the volatility associated with the public markets. There is a downside to not marking-to-market, as it risks a fund holding assets at a Book Value well in excess of Fair Value.

Expert Perspectives Fixed Interest Private Assets

14 Apr 2023

· Rixon Capital

· 3 MIN READ

Private credit fund Management Fees – more than meets the eye

Wholesale private credit products offer investors access to unique and attractive investment opportunities not usually available to the retail investor market. Because wholesale products don’t provide investors with the same consumer protection as retail funds, it’s important to review the offer document in full and seek advice if required.

Expert Perspectives Fixed Interest Private Assets

27 Jan 2023

· Rixon Capital

· 3 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.

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