Fixed Interest Articles

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Fixed Interest · Investor Education · 8 MIN READ

Chasing Yield, Losing Wealth: Steps to Avoid the Biggest Income Fund Mistakes

When you are investing for income, you are looking for capital preservation, a level of growth and consistent income. But what if the fund you pick fails to deliver? Worse still, what if your money is lost?

Sara Allen

14 May 2026

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

The idea of regular, consistent payments is a critical part of an income-focused portfolio. Ensuring that a portfolio actually looks and works that way across extended periods can take a bit more planning. It’s not as simple as bunging everything into a bond and taking a monthly coupon.

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

Navigating Fixed Income Markets During a Chaotic Year

For bond investors, the first few months of 2026 have been chaotic to say the least. It has been a year in which duration, inflation sensitivity, and market structure have mattered again, often brutally.

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

Navigating Fixed Income Markets During a Chaotic Year

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

How to Build a Reliable Income Portfolio

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

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Australian vs Global Bond Funds: Currency Changes Everything

Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.

Fixed Interest Managed Fund Investor Education

26 Feb 2026

· Sara Allen

· 8 MIN READ

Credit vs Equities in a Slowdown: Who Loses First?

There must be something about the 20s. Just like the 1920s, the 2020s have been turbulent and full of contradictions, though hopefully the 2020s won’t end the same way. As investors watch economic and geopolitical risks increase, alongside an uptick in inflation forcing the hand of the RBA, some may wonder if a slowdown is in the future.

Fixed Interest Shares Investor Education

19 Feb 2026

· Sara Allen

· 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

Fixed Interest Managed Fund Investor Education

13 Feb 2026

· Garreth Innes

· 7 MIN READ

CIPRs Explained Simply: Building a Reliable Retirement Income Stream

For such a critical and long-dreamed of part of life, investing in retirement was woefully underserviced until recently. Superannuation funds focused heavily on the accumulation stage, relegating pension phase to a side thought. As Australians have come to live longer, and more of the baby boomers have retired – one of the largest generation cohorts, it’s become patently clear that retirement investment strategies need more nuance to manage the unique challenges of retirement.

Superannuation Accounts Fixed Interest Managed Fund ETF

1 Dec 2025

· Sara Allen

· 9 MIN READ

The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market

Analysing inflation-linked ETFs & funds, credit spreads and global income rotations. Between inflation and market activity, investors in fixed income have had their work cut out for them. Post the GFC, rates remained low and investors in many instances were forced to look towards higher risk assets, like equities or more recently, private markets, for yield.

Fixed Interest Managed Fund Investor Education

30 Oct 2025

· Sara Allen

· 9 MIN READ

The Canary in the Private Credit Coalmine

Savvy investors are always on the lookout for the proverbial canary in the coalmine, particularly when markets keep hitting all-time highs with seemingly unstoppable momentum.

Private Assets Fixed Interest Managed Fund

13 Oct 2025

· Simon Turner

· 6 MIN READ

Introducing Syndicated Loans as a Yield Enhancer

It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.

Fixed Interest Managed Fund Investor Education

17 Sept 2025

· Simon Turner

· 6 MIN READ

If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US

The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…

Managed Fund Fixed Interest Investor Education

8 Sept 2025

· Simon Turner

· 6 MIN READ

Bond Markets Are Celebrating the Death of TINA

Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.

Fixed Interest Managed Fund ETF Investor Education

1 Sept 2025

· Simon Turner

· 6 MIN READ

Rethinking private credit for income and defensive portfolios

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Investor Education Fixed Interest

29 Aug 2025

· Lauren Ryan

· 5 MIN READ

Chicken Little: Lessons from 30 Years in Private Lending

Mankind has a short memory — and in finance, that forgetfulness comes at a price. After three decades in private lending, I’ve seen the same cycle repeat itself three times. Each time, I’ve raised the warning flag. Each time, the industry has dismissed it as professional jealousy. Each time, I’ve been proved right.

Fixed Interest Managed Fund Investor Education

27 Aug 2025

· Richard Woodhead

· 5 MIN READ

Cracks in the System: Learning from the Collapse of Shield, First Guardian & Australian Fiduciaries

Most investors think of fixed income investing as being a lower risk asset class. Yet surprisingly, three major fixed income managed funds have recently collapsed. It’s been a stark reminder that even at ‘safe’ end of the investment risk spectrum, vigilance, transparency, and governance should be regarded as non-negotiable.

Fixed Interest Managed Fund Investor Education

3 July 2025

· Simon Turner

· 6 MIN READ

Generating attractive and reliable monthly returns from the world of global private credit

Dean Weinbren from TermPlus discusses why global private credit is one of the fastest growing assets classes over the last 20 years, and a long standing cornerstone in the portfolios of major institutional investors, offering attractive, reliable income and strong risk-adjusted returns.

Private Credit – a smart choice for retirees

In this presentation Roger Montgomery, Founder and Chairman of Montgomery Investment Management, explores why high-net-worth investors are turning to private credit and how it can help you secure your financial future with risk-adjusted returns.

The rise, risks and realities of investing in private credit

In this presentation Frances MacDonald from Capstone covers why private credit has become such a popular asset class, the spectrum of risk to return options available to investors and what to look out for.

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