Fixed Interest Videos

Fixed Income with 2025 Vision

With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in the next year for the Australian income investor? In this session Mutual Limited will provide a guide to fixed income and credit markets, and what drives the returns that investors can expect to receive from holding anything from bank deposits, bonds and floating rate notes. This presentation will cover: 1. A 101 guide to bonds, floating rate notes and mortgage back securities, and how they can be used by investors seeking income; 2. The different between fixed and floating rate bonds; 3. How the economic environment is likely to impact fixed income and credit portfolios in the next year; and 4. Portfolio opportunities with different types of fixed income and credit securities, noting their risk and return profiles

Why a property debt fund can deliver outsized returns relative to risk

The Capstone Income Fund is a debt fund available to wholesale investors with a diversified portfolio of registered mortgages over Australian property assets. Alexander MacDonald is the Founding Director at Capstone Funds, he has worked in project finance and construction for over 15 years and managed MacDonald Capital from inception.

Myth busting private credit

Aura High Yield SME (AHYSME) Fund aims to provide stable monthly income from a diversified portfolio of debt securities, principally issued by lenders to SME businesses in Australia. Roger Montgomery is the Founder and Chairman at Montgomery, he established Montgomery Investment Management in 2010 and has cemented his status as an expert in the industry. Brett Craig is a Director at Aura Credit Holdings, he previously worked at Macquarie and is a trailblazer in Australian Private Credit.

Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments

For investors looking for an alternative to shares and traditional fixed income and property investments, the Zagga CRED Fund (ZCF) provides a CREDible avenue for portfolio diversification and regular, risk-adjusted income by investing in a specifically curated portfolio of credit-vetted, mortgage-secured loans. Alan Greenstein is the CEO and Co-founder of Zagga, he has more than 30 years’ experience in banking and finance, with work experience in the United Kingdom, South Africa and Australia.

A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund

The GCI Asset Backed Finance Fund provides secured debt facilities to non-bank lenders and corporates with physical and/or financial assets that can provide asset backing. Steven Sher is the Co-Founder & Managing Director at GCI. Steven is an experienced investor and executive with approximately 20 years of Private Equity and Private Debt investing at Goldman Sachs in both London and Sydney.

Generating Income for Retirement – Risks and Opportunities Amid Rising Interest Rates

Generating income has always been important for investors, particular retirees. With living costs rising dramatically, certainty of income has rarely been more critical. The risks taken by investors to generate income are commonly misunderstood and credit markets are often overlooked as a source for generating stable income. In this presentation Adam Scully will discuss how investors can access credit markets to enhance diversity in their portfolios as well as producing robust returns and strong income.

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 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

Videos

Fixed Interest

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

Fixed Income with 2025 Vision

Why a property debt fund can deliver outsized returns relative to risk

Myth busting private credit

How a boutique private credit fund strategy can outperform larger funds

Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments

A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund

How investors generate returns through the debt capital stack

Retirement income products always protected

Generating Income for Retirement – Risks and Opportunities Amid Rising Interest Rates

Invest Better with Convertible Bonds

Investing in Bonds - Why it should be in your Top 3 choices

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

Related Articles

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

The Return of Australia’s Income Trade

Understanding investment risk: A framework for fixed income investors

Videos

Fixed Interest

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

Fixed Income with 2025 Vision

Why a property debt fund can deliver outsized returns relative to risk

Myth busting private credit

How a boutique private credit fund strategy can outperform larger funds

Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments

A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund

How investors generate returns through the debt capital stack

Retirement income products always protected

Generating Income for Retirement – Risks and Opportunities Amid Rising Interest Rates

Invest Better with Convertible Bonds

Investing in Bonds - Why it should be in your Top 3 choices

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

Related Articles

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

The Return of Australia’s Income Trade

Understanding investment risk: A framework for fixed income investors

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