Fixated: The Fixed Income Podcast
1) 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 ter...Show More
2) 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 rem...Show More
3) 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 t...Show More
4) 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 c...Show More
5) 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...Show More
6) The Future of Hybrids with Brad Newcombe from Fixed Income Solutions
ASX listed hybrids have been a consistent source of income for decades. Is APRA’s proposal to phase them out likely to go ahead? Where else can investors get similarly high yields? Brad Newcombe from ...Show More
7) What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price
It’s rare to get strategic vision from a global asset strategist and we’re proud to bring you this interview with regular FINA contributor, Thomas Poullaouec. We ask, will there be a hard or soft land...Show More
8) Responding To Private Credit Criticisms With Frank Danieli From MA Financial
Private credit is growing, attracting new participants, as well as some criticism. What do you look for if you are thinking of investing? Frank Danieli from MA Financial says the asset class is about ...Show More
Responding To Private Credit Criticisms With Frank Danieli From MA Financial
44:51 | Aug 19th, 2024
9) US Government Bonds with Chamath De Silva from Betashares
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 c...Show More
10) The beauty of being global with Richard Rauch from Brandywine Global
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 ...Show More