Fixated: The Fixed Income Podcast Fixed Income News Australia

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.

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 four Fixed Income Building Blocks podcasts that aim to build your knowledge and deepen your understanding of the asset class. We'll be talking to portfolio managers and industry experts to lift the lid on fixed income in an easy to understand format, suitable for any skill level.

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 distribute returns on a monthly basis with a current targeted return of 8.25% per annum (net of all fees*) as at April 2024, reviewed monthly. This episode of Fixated is hosted by FINA Commercial Director Ben Ready.

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.

Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. Diversification is a key reason investors turn to fixed income, but it’s important to think about liquidity and yield as well. Rising interest rates have changed the outlook and prospects for the asset class. Anthony talks big picture as well as some of the specific investments they favour.

Diversity & Liquidity is the second in a series of four Fixed Income Building Blocks podcasts that aim to build your knowledge and deepen your understanding of the asset class. We'll be talking to portfolio managers and industry experts to lift the lid on fixed income in an easy to understand format, suitable for any skill level.

Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks and it’s many protections as well as Thinktank’s two funds in this informative podcast.