Fixated: The Fixed Income Podcast

Be yourself with Jenna Hayes from IAM

To mark International Women’s Day, we’re celebrating the journeys that shape strong leaders. You are the sum of your parts and it’s important to be yourself. From medicine to law and settling in finance, Jenna Hayes from Income Asset Management details her journey to being Head of Sales and Executive Director at Income Asset Management.

Go local or look overseas? with Clive Maguchu from State Street

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 Maguchu from State Street Investment Management to compare the domestic and global bond markets. We discussed benefits and risks, including whether to hedge or not. Is the extra work and potential currency risk worth it?

The Trend is Your Friend with Ken Orchard from T. Rowe Price

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 billion in fixed income assets. While having confidence in current trends, Orchard goes against macro consensus with his views in this podcast, detailing his current favoured sectors. We also discuss US exceptionalism, risks, and what keeps him awake at night.

How to invest when everything looks expensive with Chris Iggo from AXA IM

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, regular contributor to our weekly newsletter and I was delighted to sit down with him recently.

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 term obligations and roughly 75% of its assets are invested in fixed income. I caught up with Sam Morris, who has recently been promoted to general manager, strategy, to talk about the business, and what’s in the pipeline, market trends and what he hopes to achieve in his new role.