Fixated: The Fixed Income Podcast
Episodes
Go local or look overseas? with Clive Maguchu from State Street
28 Nov 2025
Contributed by Lukas
We’re told we are too focussed on the domestic market and to look at investing internationally, but does that include bonds? I spoke to Clive Maguch...
The Trend is Your Friend with Ken Orchard from T. Rowe Price
28 Oct 2025
Contributed by Lukas
There were a few surprises in this interview with Ken Orchard, Head of International Fixed Income from T. Rowe Price, that manages more than US$314 bi...
How to invest when everything looks expensive with Chris Iggo from AXA IM
22 Oct 2025
Contributed by Lukas
Are markets too frothy? Do bonds once again provide protection if we get a correction? When is it a good time to add duration? Chris Iggo is a popular...
Retirement, AI & US Exceptionalism with Sam Morris from Challenger
27 Aug 2025
Contributed by Lukas
Challenger has two distinct but complimentary businesses, Life, with its annuity products and Funds Management. As an insurance company, they need to ...
Post-Liberation Day Landscape with Harry Hardy from Fidelity International
06 Jun 2025
Contributed by Lukas
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 In...
Doing the Impossible with Dr Laura Ryan
06 Mar 2025
Contributed by Lukas
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 dis...
US Election Aftermath & Private Credit with Mark Bayley from Kapstream
21 Nov 2024
Contributed by Lukas
This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions ...
Why transparency matters in private credit with Andrew Thomson from CFMG
28 Oct 2024
Contributed by Lukas
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...
The Future of Hybrids with Brad Newcombe from Fixed Income Solutions
13 Oct 2024
Contributed by Lukas
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 inve...
What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price
16 Sep 2024
Contributed by Lukas
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...
Responding To Private Credit Criticisms With Frank Danieli From MA Financial
19 Aug 2024
Contributed by Lukas
Private credit is growing, attracting new participants, as well as some criticism. What do you look for if you are thinking of investing? Frank Daniel...
US Government Bonds with Chamath De Silva from Betashares
20 May 2024
Contributed by Lukas
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 B...
The beauty of being global with Richard Rauch from Brandywine Global
13 May 2024
Contributed by Lukas
There are good reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard Rauch from Brandywine Global...
Introducing the CFMG Monthly Income Fund with Andrew Thomson
30 Apr 2024
Contributed by Lukas
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 F...
Three Critical Stages to Inflation with Christian Baylis from Fortlake
23 Apr 2024
Contributed by Lukas
Where are we in the journey to lower inflation? Tune in to hear expert commentary from award winning fixed income portfolio manager, Dr Christian Bayl...
Diversity & Liquidity with Anthony Kirkham from Western Asset Management
10 Apr 2024
Contributed by Lukas
Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. D...
The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank
21 Mar 2024
Contributed by Lukas
Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn a...
Jumping Off The Conveyor Belt with Amy Xie Patrick
05 Mar 2024
Contributed by Lukas
Career, life, decision making and figuring out the ‘why’. In celebration of International Women’s Day we sit down with Amy Xie Patrick from Pe...
Yield & Risk with Andrew Canobi from Franklin Templeton
04 Mar 2024
Contributed by Lukas
Have you ever wondered how a portfolio manager invests? In this podcast we unpack yield and risk with Andrew Canobi from Franklin Templeton. He explai...
Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics
30 Jan 2024
Contributed by Lukas
There’s a lot of mixed sentiment about what will happen to global interest rates this year; we chat to Senior Economist, Janu Chan about her inflati...
Issuing fixed income securities: a company’s perspective with George Whittle from Brighte
13 Sep 2023
Contributed by Lukas
Ever wonder why a company decides to issue fixed income securities? In this podcast we talk about the decision making process and issuance of Asset Ba...
High Yield and Emerging Market Bonds with Amy Xie Patrick from Pendal
22 Aug 2023
Contributed by Lukas
This week we talk about high yield and emerging market bonds with Amy Xie Patrick, Head of Income Strategies at Pendal Group. We take a deep dive into...
Buying bonds for your portfolio with Jessica Rusit from FIIG
01 Jun 2023
Contributed by Lukas
With higher interest rates making fixed income more attractive to investors, we talk investing direct in bonds with Jessica Rusit, Associate Director ...
Private Debt Keeps Delivering in Turbulent Times with Andrew Lockhart
27 Mar 2023
Contributed by Lukas
With increased market volatility, investors are looking for more certainty. We speak to Andrew Lockhart, Managing Partner at Metrics Credit Partners a...
Celebrating three inspirational women for International Women’s Day
06 Mar 2023
Contributed by Lukas
In honour of International Women’s Day, this week we sit down with three amazing women in finance to talk about their careers, how they manage a hea...
Inflation in 2023 and beyond with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management
08 Feb 2023
Contributed by Lukas
Dr Christian Baylis returns as our first guest for the year to discuss inflation and the strategies he’s using for Fortlake’s award winning funds....
Credit Investing Risks & Opportunities with James Alexander - Investment Solutions Specialist at Perpetual
23 Nov 2022
Contributed by Lukas
This week we sit down with James Alexander, Investment Solutions Specialist – Listed Investments at Perpetual to discuss how floating rate instrumen...
Volatility with Anthony Kirkham – Head of Investment Management (AU & NZ) at Western Asset Management
10 Nov 2022
Contributed by Lukas
This week we sit down with Anthony Kirkham, Head of Australian and New Zealand Investment Management and Business Operations at Western Asset Manageme...
Inflation with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management
24 Jan 2022
Contributed by Lukas
Our first guest for 2022 is Dr Christian Baylis who earned his Ph.D in inflation modelling and forecasting. We discuss inflation expectations, central...
Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream
10 Nov 2021
Contributed by Lukas
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. W...
Short term fix for a long term problem? with Robert Tipp – Chief Investment Strategist and Head of Global Bonds at PGIM
26 Oct 2021
Contributed by Lukas
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...
Positioning Fixed Income Portfolios with Chris Black – Managing Director of Alexander Funds Management
11 Oct 2021
Contributed by Lukas
This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixe...
"What’s the growth trajectory?" with Warren Hogan – Managing Director of EQ Economics
27 Sep 2021
Contributed by Lukas
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...
Tackling climate change with Dr. Kylie-Anne Richards – Executive Director and Chair of ESG at Fortlake
15 Sep 2021
Contributed by Lukas
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 Fo...
Who are CIP Asset Management? with Victor Rodriguez – Head of Fixed Income at CIPAM
31 Aug 2021
Contributed by Lukas
“CIP Asset Management might well be one of the largest, most established Australian investment management businesses your listeners may have never h...
Housing, Interest Rates and China with Chris Joye – Chief Investment Officer of Coolabah Capital
17 Aug 2021
Contributed by Lukas
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 ...
ESG with Bill Haughey – Head of Aberdeen Standard’s Infrastructure Funds Australia
03 Aug 2021
Contributed by Lukas
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...
Corporate Bond Market Inquiry with Jason Falinski MP – Chair of Standing Committee on Tax and Revenue
27 Jul 2021
Contributed by Lukas
This week we speak with Jason Falinski MP, Member for Mackellar about the Federal Government inquiry into development of the Australian Retail Corpora...
Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson
20 Jul 2021
Contributed by Lukas
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 o...
Fixed Income for Personal Investors with Darren Langer – Co-Head of Fixed Income at Yarra Capital Management
13 Jul 2021
Contributed by Lukas
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 Manageme...
Blossom: The Millennial Savings App with Gaby Rosenberg – Co-Founder of Blossom
30 Jun 2021
Contributed by Lukas
This week we talk to Gaby Rosenberg, the millennial entrepreneur co-founder of Blossom, a brand new, app-based FinTech platform designed to introduce ...
Credit Quality with Teiki Benveniste - Head of Ares Australia Management
24 Jun 2021
Contributed by Lukas
This week we lift the lid on credit with Teiki Benveniste, Head of Ares Australia Management. We talk in depth about inflation, credit quality, invest...
Cashwerkz Transformation Strategy with Jon Lechte – CEO of Cashwerkz
15 Jun 2021
Contributed by Lukas
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% stak...
Private Debt with Andrew Lockhart – Managing Partner of Metrics Credit Partners
07 Jun 2021
Contributed by Lukas
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 priv...
Interest Rates, DeFi & Inflation with Nicholas Bishop – Director of Bishop & Fang Capital Advisory
31 May 2021
Contributed by Lukas
This week we talk to Nicholas Bishop (Director of Bishop & Fang Capital Advisory) about Interest Rates, Decentralised Finance (DeFi) and Inflation...
Hybrids with Barry Ziegler - Head of Fixed Income at Bell Potter Securities
25 May 2021
Contributed by Lukas
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 ...
Defensive Portfolios with Justin Tyler - Director of Daintree Capital
17 May 2021
Contributed by Lukas
In this episode of Fixated: The Fixed Income News Podcast - Justin Tyler (Director of Daintree Capital) sits down with Elizabeth Moran to discuss his ...
Do Bonds Still Diversify Equities? with Dr Laura Ryan - Head of Research at Ardea
10 May 2021
Contributed by Lukas
In this episode of Fixated: The Fixed Income News Podcast - Dr Laura Ryan (Head of Research at Ardea Investment Management) sits down with Elizabeth M...
Biden's Stimulus Package with Samy Muaddi - Lead Manager (Emerging Markets) at T. Rowe Price
04 May 2021
Contributed by Lukas
In this episode of Fixated: The Fixed Income News Podcast - Samy Muaddi (Lead Manager of the Emerging Markets Corporate Bond Strategy for T. Rowe Pric...
Government Bonds with Samuel Morris - Senior Investment Specialist at Fidante Partners
28 Apr 2021
Contributed by Lukas
In this episode of Fixated: The Fixed Income News Podcast - Samuel Morris (Senior Investment Specialist at Fidante Partners) sits down with Elizabeth ...
Corporate Bonds with Kyle Lambert - Executive Director of Fixed Income at Bond Income
20 Apr 2021
Contributed by Lukas
In the third episode of Fixated: The Fixed Income News Podcast - Bond Income Executive Director of Fixed Income Kyle Lambert sits down with Fixed Inco...
Mark Todd - Head of Fixed Income at Bank of China
29 Mar 2021
Contributed by Lukas
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 Austra...
Michael Cori - Senior Business Development Executive at Australian Bond Exchange
23 Mar 2021
Contributed by Lukas
Australian Bond Exchange Senior Business Development Executive Michael Cori sits down with Fixed Income News Australia Editorial Director Elizabeth Mo...