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...
21 Nov 202433min
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...
28 Okt 202423min
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 ...
13 Okt 202422min
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...
16 Sep 202435min
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 ...
19 Aug 202444min
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...
20 Mai 202426min
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 ...
13 Mai 202437min
Introducing the CFMG Monthly Income Fund with Andrew Thomson
How do you build a fixed income product based on residential property? We spoke to CFMG Capital’s Andrew Thomson about how the CFMG Monthly Income Fund provides investors with exposure to competitive ...
30 Apr 202418min
