Fixated: The Fixed Income Podcast

Mar 06 2025 48 ep. 27 mins 10

Fixated: The Fixed Income Podcast artwork

Join Fixed Income News Australia Editorial Director Elizabeth Moran as she talks everything fixed income with industry experts from Australia and around the globe. Want more? Visit fixedincomenews.com.au for more news, views and education.

Copy RSS

Subscribe on Podcast Addict

Doing the Impossible with Dr Laura Ryan

Mar 06 2025 24 mins

In celebration of International Women’s Day, we’ve brought in Dr Laura Ryan, Head of Research and Development at Ardea to sit down with us and discuss her lived experiences as a woman in finance. We talk about the unique challenges women faced in a male-dominated industry and strategies to overcome these hurdles, why it’s ok to ask for what you want, juggling a professional c

US Election Aftermath & Private Credit with Mark Bayley from Kapstream

Nov 20 2024 33 mins

This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions and explore the fascinating Private Credit asset class. We look at how Private Credit fits into an investor’s portfolio, the importance of understanding fees, and what investors should be looking for. Mark also shares his insight i

Why transparency matters in private credit with Andrew Thomson from CFMG

Oct 27 2024 23 mins

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us wi

The Future of Hybrids with Brad Newcombe from Fixed Income Solutions

Oct 13 2024 22 mins

ASX listed hybrids have been a consistent source of income for decades. Is APRA’s proposal to phase them out likely to go ahead? Where else can investors get similarly high yields? Brad Newcombe from Fixed Income Solutions has followed the hybrid market for more than 25 years and gives us his views.

What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price

Sep 16 2024 35 mins

It’s rare to get strategic vision from a global asset strategist and we’re proud to bring you this interview with regular FINA contributor, Thomas Poullaouec. We ask, will there be a hard or soft landing? Does the US election matter? Is there more to run in US and Australian equities? What are Poullaouec’s views on fixed income sub asset classes? Does he still have cash to in

Responding To Private Credit Criticisms With Frank Danieli From MA Financial

Aug 18 2024 44 mins

Private credit is growing, attracting new participants, as well as some criticism. What do you look for if you are thinking of investing? Frank Danieli from MA Financial says the asset class is about avoiding losers, not about picking winners, tune in to find out some of his other tips and learn more from an experienced lender, managing more than $4 billion in private credit.

US Government Bonds with Chamath De Silva from Betashares

May 20 2024 26 mins

This week we sit down with Chamath De Silva, Head of Fixed Income at Betashares to discuss US Government Bonds and briefly, its new Australian Major Bank Subordinated Debt ETF (ASX:BSUB). Betashares currently have over $37 billion in funds under management, and $10.5 billion in fixed income funds.

The beauty of being global with Richard Rauch from Brandywine Global

May 13 2024 37 mins

There are good reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard Rauch from Brandywine Global Investment Management delves into government and corporate bonds and active and passive investment. The beauty of being global is the third in a series of three Fixed Income Building Blocks podcasts that aim to build your knowledge a

Introducing the CFMG Monthly Income Fund with Andrew Thomson

Apr 29 2024 18 mins

How do you build a fixed income product based on residential property? We spoke to CFMG Capital’s Andrew Thomson about how the CFMG Monthly Income Fund provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property. It provides investors with a regular income stream, as the fund aims to distr

Three Critical Stages to Inflation with Christian Baylis from Fortlake

Apr 23 2024 34 mins

Where are we in the journey to lower inflation? Tune in to hear expert commentary from award winning fixed income portfolio manager, Dr Christian Baylis. What is the neutral real rate? What’s attractive right now? What do rising defaults mean for credit spreads? Learn about Fortlake’s fascinating default arbitrage strategy.