Fixated: The Fixed Income Podcast

Fixed Income News Australia
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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.

  1. Go local or look overseas? with Clive Maguchu from State Street

    11/28/2025

    Go local or look overseas? with Clive Maguchu from State Street

    We’re told we are too focussed on the domestic market and to look at investing internationally, but does that include bonds? I spoke to Clive Maguchu from State Street Investment Management to compare the domestic and global bond markets. We discussed benefits and risks, including whether to hedge or not. Is the extra work and potential currency risk worth it?

    23 min
  2. The Trend is Your Friend with Ken Orchard from T. Rowe Price

    10/28/2025

    The Trend is Your Friend with Ken Orchard from T. Rowe Price

    There were a few surprises in this interview with Ken Orchard, Head of International Fixed Income from T. Rowe Price, that manages more than US$314 billion in fixed income assets. While having confidence in current trends, Orchard goes against macro consensus with his views in this podcast, detailing his current favoured sectors. We also discuss US exceptionalism, risks, and what keeps him awake at night.

    29 min
  3. How to invest when everything looks expensive with Chris Iggo from AXA IM

    10/22/2025

    How to invest when everything looks expensive with Chris Iggo from AXA IM

    Are markets too frothy? Do bonds once again provide protection if we get a correction? When is it a good time to add duration? Chris Iggo is a popular, regular contributor to our weekly newsletter and I was delighted to sit down with him recently.

    24 min
  4. Retirement, AI & US Exceptionalism with Sam Morris from Challenger

    08/27/2025

    Retirement, AI & US Exceptionalism with Sam Morris from Challenger

    Challenger has two distinct but complimentary businesses, Life, with its annuity products and Funds Management. As an insurance company, they need to make sure they have funds to support very long term obligations and roughly 75% of its assets are invested in fixed income. I caught up with Sam Morris, who has recently been promoted to general manager, strategy, to talk about the business, and what’s in the pipeline, market trends and what he hopes to achieve in his new role.

    50 min
  5. Post-Liberation Day Landscape with Harry Hardy from Fidelity International

    06/06/2025

    Post-Liberation Day Landscape with Harry Hardy from Fidelity International

    Is the US still the world’s reserve currency? What other investments might replace US government bonds? I sat down with Harry Hardy from Fidelity International recently and we discussed why the US remains an important market but also why it’s wise to diversify and how active management may help you outperform.

    25 min
  6. Doing the Impossible with Dr Laura Ryan

    03/06/2025

    Doing the Impossible with Dr Laura Ryan

    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 career and building an off-grid house in inner-city Sydney, and how Australia compares to the rest of the world on the gender equity front.  Dr Ryan led a joint research project on behalf of the CFA Institute with a grant from ANU on the role of gender, in promotion rates, in the financial services industry.  One of the key findings was just asking for a promotion was worthwhile. This eye-opening research provides quantifiable insight into gender bias. You can find the full study here:  https://www.ardea.com.au/new-study-indicates-gender-identity-an-important-factor-in-likelihood-of-promotion/  Dr Ryan was also featured in Grand Designs in late 2024 with her aptly titled Impossible House, an ambitious project which has seen her convert a 104m2 2-bedroom Newtown workers cottage into a fully off-grid, sustainable (and extremely liveable) home.    Visit her website:  https://theimpossiblehouse.com.au/ Watch her Grand Designs episode:  https://iview.abc.net.au/show/grand-designs-australia/series/11/video/FA2214H010S00 Visit Laura’s house on Sustainable House Day on Sunday 4 May 2025: https://sustainablehouseday.com/2025-featured-homes/

    24 min
  7. US Election Aftermath & Private Credit with Mark Bayley from Kapstream

    11/21/2024

    US Election Aftermath & Private Credit with Mark Bayley from Kapstream

    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 into the Kapstream Private Investment Fund which offers investors access to higher yielding investments in securitised warehouse financing.

    34 min
  8. Why transparency matters in private credit with Andrew Thomson from CFMG

    10/28/2024

    Why transparency matters in private credit with Andrew Thomson from CFMG

    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 with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor. We discuss the three CFMG funds, how they assess their projects, the difference between pooled and contributory schemes, and the impact lower interest rates may have on their funds and the land market in general.

    23 min
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About

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.

Information

  • Creator
    Fixed Income News Australia
  • Years Active
    2021 - 2025
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © Fixed Income News Australia
  • Show Website
    Fixated: The Fixed Income Podcast