This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, why near-term inflation is transient, and how financial markets are recovering from the COVID-19 pandemic.

This week we sit down with Darren Langer, Co-Head of Australian Fixed Income at Yarra Capital Management to discuss the merger of Nikko Asset Management and his personal views of Australian cash rate rises. We talk about why he considers investors are under weight fixed income, and the proliferation of private debt, and lift the lid on three of Yarra’s funds: the Australian Bond Fund, Enhanced Income Fund and Absolute Credit Fund.

This week we talk to Gaby Rosenberg, the millennial entrepreneur co-founder of Blossom, a brand new, app-based FinTech platform designed to introduce younger generations to the fixed income asset class. We discuss how the Blossom app came about, its focus on female empowerment, and its environmental and ethical decisions for funds under management. Gaby tells us how she got started investing, why she took aim at fixed income instead of cryptocurrency, and gives us her tips for younger investors.

This week we lift the lid on credit with Teiki Benveniste, Head of Ares Australia Management. We talk in depth about inflation, credit quality, investment-grade and sub investment-grade credit ratings, default probabilities and what the market has done in the last 12 months. Teiki also fills us in on the Ares Global Credit Income Fund, including its asset allocation and performance since its inception in May 2020.

This week we sit down with Cashwerkz (ASX: CWZ) CEO Jon Lechte to get the inside scoop on the $14 million capital raising effort to acquire a 25% stake in Tactical Global Management (TGM), and the reasons behind the decision to rebrand Cashwerkz as Income Asset Management Group. We also look into how the remainder of the funds raised will benefit fund incubator FundIncome and Fortlake Asset Management, and the importance of treasury management services to their ongoing strategy.

This week we delve into the world of private debt with Andrew Lockhart, Managing Partner of Metrics Credit Partners. We look at the basics of the private debt asset class, it’s benefits for investors, the risks associated with it, the size of the Australian market and how private investors can diversify their portfolios with it. Andrew discusses Metrics Credit Partners’ involvement in this space through their Master Income Trust (ASX: MXT), Income Opportunities Trust (ASX: MOT) and Direct Income Fund.

This week we talk to Nicholas Bishop (Director of Bishop & Fang Capital Advisory) about Interest Rates, Decentralised Finance (DeFi) and Inflation. We discuss if there is a relationship between Australian and US inflation, and whether Biden’s stimulus will impact our economy. We also ask whether equities are a good inflation hedge, and examine inflation linked bond performance. Nicholas gives us his personal experience with DeFi, cryptocurrency, and the future of Lygon's blockchain technology in the Australian fixed income market. 

This week we talk to Barry Ziegler (Head of Fixed Income at Bell Potter Securities) about listed hybrids. We talk about upcoming call dates, expected new issues, where to find value, the impact of low interest rates and term funding facility, and more on Fixated: The Fixed Income Podcast with Elizabeth Moran. 

In this episode of Fixated: The Fixed Income News Podcast - Justin Tyler (Director of Daintree Capital) sits down with Elizabeth Moran to discuss his views on inflation and structuring a portfolio defensively. 

In this episode of Fixated: The Fixed Income News Podcast - Dr Laura Ryan (Head of Research at Ardea Investment Management) sits down with Elizabeth Moran to discuss key aspects of her recent paper - Do bonds still diversify equities? They also discuss Ardea’s Real Outcome Fund available to retail investors.