Fixed Income Archives - Equity Mates Media

Fixed Income Part 2 | Exploring Global Investment Opportunities

Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands.

22 March
General
Fixed Income Part 1 | Bond Bonanza - Exploring Investment Opportunities

In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class.

15 March
Market Update | Investment Lessons in the Last 100 Years

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years.

8 March
General
Bold predictions - Andrew Brown

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

20 February
General
Expert: Andrew Norelli - "There's opportunity everywhere" | JP Morgan Asset Management

Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE.

27 October
General
Was that the end of the rate hiking cycle?

The end of the rate hiking cycle could lead to higher equities and a rally in bond markets as yields fall.

8th Sep, 2023

Source: J.P Morgan Asset Management
General
Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?

Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds.

4 September
General
Monthly Market Review - June 2023 (Australia)

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

25th Jul, 2023

Source: J.P Morgan Asset Management
General
Adding bonds to your investment mix

Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them?

13th Jul, 2023

Source: Vanguard
General
Bank closures’ impact on fixed income markets

How our active bond funds have been positioned to handle prolonged 'Vanguard weather'.

24th Apr, 2023

Source: Vanguard
Are we in a banking crisis?

It's natural to be worried. Is this the start of a run on the banks? A financial crisis? Or is this a lot of media hype? Most importantly, when it comes to American banks on the other side of the world - how concerned should we be here in Australia?

22 March
General
Vanguard's 2023 market and economic outlook

Vanguard's 2023 market and economic outlook.

10th Feb, 2023

Source: Vanguard
General
Monthly Market Review - January 2023

The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.

23rd Jan, 2023

Source: J.P Morgan Asset Management
Expert Presentations
Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

21 Jan, 2023

SOURCE: JPMorgan
Wesfarmers, Telstra push to sell corporate bonds to retail investors

The ASX listed blue chips each have about $10 billion of long-term debt but are keen to tap everyday investors seeking to diversify away from equities.

19 Jan, 2023

SOURCE: Australian Financial Review
General
The name’s bond… investment bond

Bonds are a bit different from shares—so we thought we’d spend some time explaining what they are and why people consider investing in them.

18th Jan, 2023

Source: Sharesies
General
Monthly Market Review - December 2022

November was a strong month for risk assets even as economic data in many parts of the world continued to deteriorate. The market was buoyed by the prospect of slowing inflation and that central bank policy would shortly follow suit.

12th Dec, 2022

Source: J.P Morgan Asset Management
General
Have investment markets hit the bottom?

What can you expect from markets over the medium term? Equity and bond markets have lost ground this year, but are they at or near the bottom? And what investment strategies should you be using right now to maximise your long-term returns?

4th Dec, 2022

Source: Vanguard
General
Opportunities within fixed income

J.P.Morgan share why they feel a focus on quality and defensive treasuries and investment grade (IG) bonds makes sense given the economic uncertainty ahead.

16th Nov, 2022

Source: J.P Morgan Asset Management
General
Market Review Australia - November 2022

October saw a return to risk as equity markets gained and bond yields fell. The slowdown in the pace of rate hikes by the Reserve Bank of Australia (RBA) and Bank of Canada and messaging from others, was interpreted as a signal we are passing the peak in monetary policy hawkishness.

10th Nov, 2022

Source: J.P Morgan Asset Management
Bonds aren't boring | Chatting about the $119 trillion asset class with Jenna Labib & Matthew Macreadie

Jenna Labib and Matthew Macreadie join Candice and Felicity to chat about this massive and unfairly labelled 'boring' asset class.

4 November
General
Keep invested despite current market conditions

With markets falling and inflation ramping up, investors might feel they need to ‘do something’ to avoid further losses. However, when it comes to investing, taking action in response to market turmoil may derail a sound investment strategy.

19th Sep, 2022

Source: Vanguard
General
Need to Know | How you can invest for children or retirement (or both!)

In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on your side. In this episode they explain how they work, a couple of options you can explore, and the brilliant tax benefits.

11 February
Fixed Income Investing 101: A Beginner's Guide | Blossom

We talk about the need to diversify your portfolio a lot at Get Started Investing. This episode, Bryce and Alec talk to founder and Chief Investment Officer at Fortlake Asset Management, Dr Christian Baylis. Together they talk about why you should invest in fixed income, what role it plays in a diversified portfolio, and the process Christian goes through to assess a fixed income investment.

7 September

Sponsored by Blossom
Bond, James Bond? Talking defensive assets | Gaby Rosenberg

A common investing rule includes balancing your risk through diversification - and one of the ways to achieve this is through adding defensive assets to your portfolio! What are defensive assets, you may ask? Today we chat with the incredible Gaby Rosenberg, co founder of Blossom, to define defensive assets including the classic bond (no, unfortunately nothing to do with James) while exploring how she made one of the least accessible investments options available to people like you and me. Join us as we all learn about this new asset class.

9 August