Những podcast Fixed Income hay nhất (2022)

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Fixed Income Investment Podcast

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Decoding Bonds: Build Secondary Income 1:03:46

4M ago1:03:46

1:03:46

Bank Interest rate are going to increase, inflation levels, Russian Ukraine situation, Indian government borrowing levels. Tightening liquidity for strengthening dollar forced banks to increase interest rate causing pulling of FII money from developing market in India. You can invest in Bonds from Bonds India, visit - https://www.bondsindia.com as …

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Fixated: The Fixed Income Podcast

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Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream 28:09

8M ago28:09

28:09

This week we sit down with Mark Bayley, Portfolio Manager at boutique firm Kapstream Capital, which has over A$16 billion in funds under management. We discuss what is driving inflation, central banks, and a credit outlook for 2022. We also talk about who Kapstream are, and learn more about their investment strategies.…

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Fixated: The Fixed Income Podcast

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Short term fix for a long term problem? with Robert Tipp – Chief Investment Strategist and Head of Global Bonds at PGIM 41:58

8M ago41:58

41:58

This week we talk to Robert Tipp all the way from New York. Robert is Managing Director, Chief Investment Strategist and Head of Global Bonds for PGIM Fixed Income, a top 10 global asset manager with USD$1.5 trillion in funds under management. We discuss whether developed countries with massive debt burdens are heading toward a Japanese-style econo…

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Fixated: The Fixed Income Podcast

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Positioning Fixed Income Portfolios with Chris Black – Managing Director of Alexander Funds Management 29:46

9M ago29:46

29:46

This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixed income portfolios in the current low interest rate climate, his expectations for inflation, the property market and investing in warehouses. We also learn more about the types of funds available at …

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Fixated: The Fixed Income Podcast

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"What’s the growth trajectory?" with Warren Hogan – Managing Director of EQ Economics 29:05

9M ago29:05

29:05

This week we talk to Warren Hogan, Managing Director of EQ Economics, to get his take on monetary policy and inflation. We also discuss interest rates, reopening the economy and which states have the best prospects for recovery in the near future.

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Fixated: The Fixed Income Podcast

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Tackling climate change with Dr. Kylie-Anne Richards – Executive Director and Chair of ESG at Fortlake 16:22

10M ago16:22

16:22

This week we talk to Dr. Kylie-Anne Richards, tenured Lecturer at University of Technology Sydney (UTS), and Executive Director and Chair of ESG at Fortlake Asset Management. We discuss the findings of her most recent research paper on transition risks and sovereign bond yields, which is a collaboration between UTS, Fortlake and Ardea who have team…

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Fixated: The Fixed Income Podcast

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Who are CIP Asset Management? with Victor Rodriguez – Head of Fixed Income at CIPAM 28:02

10M ago28:02

28:02

“CIP Asset Management might well be one of the largest, most established Australian investment management businesses your listeners may have never heard of.” This week we sit down with Victor Rodriguez, Head of Fixed Income at CIP Asset Management, part of the funds management division of Challenger. We discuss its background and 15+ year history, …

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Fixated: The Fixed Income Podcast

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Housing, Interest Rates and China with Chris Joye – Chief Investment Officer of Coolabah Capital 37:42

11M ago37:42

37:42

This week we sit down with Chris Joye to discuss internal migration and the impact of working from home on housing markets, the possibility of a cash rate increase, iron ore prices and our relationship with China. Chris discloses where he sees opportunities for investors and gives us some insight into the Coolabah Long-Short Absolute Return Credit …

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Fixated: The Fixed Income Podcast

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ESG with Bill Haughey – Head of Aberdeen Standard’s Infrastructure Funds Australia 15:43

11M ago15:43

15:43

This week we talk to Bill Haughey, about Environmental, Social and Governance (ESG) fundamentals, and what the market is like in Australia for ESG. We also discuss Public-Private Partnerships (PPP), infrastructure and the new, $2.2bn Royal Adelaide Hospital PPP and its green and social components.

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Fixated: The Fixed Income Podcast

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Corporate Bond Market Inquiry with Jason Falinski MP – Chair of Standing Committee on Tax and Revenue 21:13

12M ago21:13

21:13

This week we speak with Jason Falinski MP, Member for Mackellar about the Federal Government inquiry into development of the Australian Retail Corporate Bond Market. We discuss why the inquiry came about, how regulation has impacted personal investors, Atlassian’s experience, and changes the committee are looking to make.…

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Fixated: The Fixed Income Podcast

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Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson 24:51

12M ago24:51

24:51

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 financ…

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Fixated: The Fixed Income Podcast

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Fixed Income for Personal Investors with Darren Langer – Co-Head of Fixed Income at Yarra Capital Management 19:43

12M ago19:43

19:43

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 Yar…

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Fixated: The Fixed Income Podcast

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Blossom: The Millennial Savings App with Gaby Rosenberg – Co-Founder of Blossom 13:29

1y ago13:29

13:29

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.…

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Fixated: The Fixed Income Podcast

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Credit Quality with Teiki Benveniste - Head of Ares Australia Management 30:59

1y ago30:59

30:59

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 it…

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Fixated: The Fixed Income Podcast

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Cashwerkz Transformation Strategy with Jon Lechte – CEO of Cashwerkz 26:24

1y ago26:24

26:24

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 f…

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Fixated: The Fixed Income Podcast

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Private Debt with Andrew Lockhart – Managing Partner of Metrics Credit Partners 29:28

1y ago29:28

29:28

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 Me…

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Fixated: The Fixed Income Podcast

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Interest Rates, DeFi & Inflation with Nicholas Bishop – Director of Bishop & Fang Capital Advisory 30:26

1y ago30:26

30:26

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 infl…

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Fixated: The Fixed Income Podcast

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Hybrids with Barry Ziegler - Head of Fixed Income at Bell Potter Securities 22:03

1y ago22:03

22:03

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.…

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Fixated: The Fixed Income Podcast

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Defensive Portfolios with Justin Tyler - Director of Daintree Capital 21:33

1y ago21:33

21:33

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.

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Fixated: The Fixed Income Podcast

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Do Bonds Still Diversify Equities? with Dr Laura Ryan - Head of Research at Ardea 13:56

1y ago13:56

13:56

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.…

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Fixated: The Fixed Income Podcast

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Biden's Stimulus Package with Samy Muaddi - Lead Manager (Emerging Markets) at T. Rowe Price 14:18

1y ago14:18

14:18

In this episode of Fixated: The Fixed Income News Podcast - Samy Muaddi (Lead Manager of the Emerging Markets Corporate Bond Strategy for T. Rowe Price) sits down with Elizabeth Moran to discuss emerging markets, and how Biden's stimulus and commitment to climate change might impact the US and Australian markets.…

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Fixated: The Fixed Income Podcast

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Government Bonds with Samuel Morris - Senior Investment Specialist at Fidante Partners 14:25

1y ago14:25

14:25

In this episode of Fixated: The Fixed Income News Podcast - Samuel Morris (Senior Investment Specialist at Fidante Partners) sits down with Elizabeth Moran (Editorial Director of Fixed Income News Australia) to discuss the state of the fixed income market, Government bonds and inflation.

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Fixated: The Fixed Income Podcast

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Corporate Bonds with Kyle Lambert - Executive Director of Fixed Income at Bond Income 11:49

1y ago11:49

11:49

In the third episode of Fixated: The Fixed Income News Podcast - Bond Income Executive Director of Fixed Income Kyle Lambert sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss corporate bonds and recent trends.

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Fixated: The Fixed Income Podcast

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Mark Todd - Head of Fixed Income at Bank of China 14:20

1+ y ago14:20

14:20

In the second episode of Fixated: The Fixed Income News Podcast - Bank of China Head of Fixed Income Mark Todd sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss the current fixed income landscape.

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Fixated: The Fixed Income Podcast

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Michael Cori - Senior Business Development Executive at Australian Bond Exchange 12:29

1+ y ago12:29

12:29

Australian Bond Exchange Senior Business Development Executive Michael Cori sits down with Fixed Income News Australia Editorial Director Elizabeth Moran to discuss the current state of the fixed income market.

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Breckinridge Fixed Income Market Podcasts