Join Fixed Income News Australia Editorial Director Elizabeth Moran as she talks everything fixed income with industry experts from Australia and around the globe. Want more? Visit fixedincomenews.com.au for more news, views and education.
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Fixed Income in 15 (FI15) is a long form conversation between a senior investor, CEO or entrepreneur and S&P Global Ratings on topics that are important for the investment community. Created and hosted by Joe Cass, episodes typically cover markets and investment trends, alongside personal experiences, stories and anecdotes plus hobbies, sports and working life.
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Jeff Tjornehoj presents insights and analysis of fixed income fund performance.
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DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially. Past performance is not indicative of future results. Nothing contained herein shou ...
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Diversity & Liquidity with Anthony Kirkham from Western Asset Management
25:46
25:46
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25:46
Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. Diversification is a key reason investors turn to fixed income, but it’s important to think about liquidity and yield as well. Rising interest rates have changed the outlook and prospects for the asset…
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Ep45: State Street Global Advisors CIO Lori Heinel on Global Investment Trends and Future Risks
27:03
27:03
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27:03
In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, pe…
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The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank
41:08
41:08
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41:08
Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks and it’s many protections as well as Thinktank’s two funds in this informative podcast.
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Jumping Off The Conveyor Belt with Amy Xie Patrick
44:08
44:08
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44:08
Career, life, decision making and figuring out the ‘why’. In celebration of International Women’s Day we sit down with Amy Xie Patrick from Pendal Group.
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Yield & Risk with Andrew Canobi from Franklin Templeton
23:46
23:46
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23:46
Have you ever wondered how a portfolio manager invests? In this podcast we unpack yield and risk with Andrew Canobi from Franklin Templeton. He explains the Franklin Templeton investment process and gives some unique insights into yield relationships between various securities. For example, Australian major bank senior unsecured, subordinated Tier …
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Ep44: Wei Li on Blackrock's 2024 Outlook, AI Revolution and Global Trends
32:27
32:27
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32:27
Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.…
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Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics
29:40
29:40
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29:40
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 inflation and interest rate expectations and the impact on fixed income markets. Chan resides in Hong Kong, so delves into capital flows in Asia Pacific and Evergrande’s liquidation order by Hong Kong’s High C…
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Ep43: Robert F. Smith on How to Build A Culture of Success
37:11
37:11
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37:11
Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado…
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Ep42: Andrew Howard on Sustainable Finance, Green Bonds and Career Paths
31:44
31:44
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31:44
Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa’s experience building Shades of Green and the future of green bonds. Sign-up here to be no…
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Ep41: Larry Summers on Inflation, Surviving Cancer & The Social Network
37:19
37:19
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37:19
Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry’s experience being diagnosed with and surviving cancer.…
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Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India
30:50
30:50
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30:50
Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.โดย S&P Global Ratings
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Issuing fixed income securities: a company’s perspective with George Whittle from Brighte
28:42
28:42
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28:42
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 Backed Securities (ABS) with George Whittle, Head of Funding at Brighte. We consider the ABS structure, investor appetite, what happens when deals are oversubscribed and tips for companies thinking abou…
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High Yield and Emerging Market Bonds with Amy Xie Patrick from Pendal
41:45
41:45
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41:45
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 these sectors, why they are attractive to investors, the risks associated with them, and favoured emerging market countries. Also discussed are the potential impact of a US recession and change of go…
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Ep39: Dan Yergin on Energy Security, Being An Entrepreneur, Advising U.S Presidents & His New Book
31:48
31:48
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31:48
Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan’s newest book ‘The New Map’, challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S…
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Ep38: Mary Pryshlak on Generative AI in Credit Research, & How To Manage 130 Investment Professional
42:48
42:48
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42:48
Mary Pryshlak, Head of Investment Research at Wellington Management, joined Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and book…
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Buying bonds for your portfolio with Jessica Rusit from FIIG
31:57
31:57
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31:57
With higher interest rates making fixed income more attractive to investors, we talk investing direct in bonds with Jessica Rusit, Associate Director – Investment Strategy at FIIG Securities. We discuss how a bond portfolio compares to an exchange traded fund (ETF), what happens to bonds in a recession, liquidity in the bond market and how FIIG str…
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Ep37: Saira Mailk on Breaking into Finance, The Next Big Risks & Educating Children
26:54
26:54
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26:54
Saira Mailk, CIO of Nuveen joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Saira’s experience breaking into finance, the next big risks for investors, Ruth’s leadership experience and Saira and Ruth’s strategies when educating their children on f…
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Private Debt Keeps Delivering in Turbulent Times with Andrew Lockhart
29:03
29:03
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29:03
With increased market volatility, investors are looking for more certainty. We speak to Andrew Lockhart, Managing Partner at Metrics Credit Partners about the benefits of private debt and the role it can play in your portfolio. Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect…
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Ep36: David Rubenstein on Private Markets, Investment Regrets, Interviewing Elon Musk & His New Book
34:20
34:20
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34:20
David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David’s new book “How To Invest”, biggest investing regrets and anecdotes from David’s investing ca…
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Celebrating three inspirational women for International Women’s Day
56:27
56:27
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56:27
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 healthy work-life balance, and of course - their secrets to success. Our first guest is Camilla Love, Director at Perennial Investment Management and Founder of F3 (Future Females in Finance), followed by …
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Ep 35: Emmanuel Roman on Investing in 2023, Private Markets, PIMCO Culture & Arsenal FC
43:05
43:05
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43:05
PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.
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Inflation in 2023 and beyond with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management
19:48
19:48
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19:48
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. We also talk about the differences in the US and Australian yield curves, negative real interest rates, the economic cycle and the risks that could influence the market.…
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Ep34: Liz Ann Sonders on the 2023 Macro Outlook, Her 300,000 Twitter Followers & Inflation
31:01
31:01
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31:01
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab joins Paul Gruenwald, Global Chief Economist at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the 2023 macro outlook, US rate cycle, sticky inflation, Liz Ann’s Twitter 300,000 Twitter following and Paul’s cycling over lockdown.…
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Ep33: Peter Harrison on Being a CEO, Career Advice & Meeting The Queen
29:13
29:13
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29:13
Peter Harrison, CEO of Schroders joins Dan Draper, CEO at S&P Dow Jones Indices and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Peter & Dan’s experiences working across the globe for different institutions, the day-to-day realities of being a CEO and, private markets, blockchain and Peter’s experience meeting The Quee…
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Credit Investing Risks & Opportunities with James Alexander - Investment Solutions Specialist at Perpetual
23:38
23:38
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23:38
This week we sit down with James Alexander, Investment Solutions Specialist – Listed Investments at Perpetual to discuss how floating rate instruments differ from fixed rate bonds and some of the investing strategy considerations for managers and investors. James also addresses some of the risks in the market currently and how they are managing the…
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Ep32: David Hunt on The Future of Asset Management, Strategy & Growing AUM
30:17
30:17
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30:17
David Hunt, CEO of PGIM joins Maria Melendez, Global Head of Strategy at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on David’s experience as a CEO, his current take on the global macro environment, Maria’s career path and her view on how to successfully execute strategy in our day-to-day roles.…
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Volatility with Anthony Kirkham – Head of Investment Management (AU & NZ) at Western Asset Management
23:28
23:28
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23:28
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Ep31: Chamath Palihapitiya on Investing, Mental Health, Poker & SPACs
42:58
42:58
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42:58
Chamath Palihapitiya, global tech investor and Founder of Social Capital and Naveen Sarma, Senior Director at S&P Global Ratings covering U.S Media & Entertainment joined Joe Cass on this episode of the podcast. Discussion spanned investment philosophy, how playing poker can assist prospective investors, the future of streaming and the importance o…
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Ep30: Joyce Chang on Market Themes, Defi and Working with Jamie Dimon
44:59
44:59
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44:59
Joyce Chang, Chair of Global Research at JP Morgan joins Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused key themes that may affect financial markets in 2022-23, the evolution of ESG when thinking about an energy crisis, the impact of DeF…
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Ep29: Howard Marks on Warren Buffett, Writing Memos, Investing Psychology & Crypto
38:39
38:39
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38:39
Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Howard’s relationship with Warren Buffett, Sally’s experience of the recent $140 Billion S&P Global-IHS merger, Howa…
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Ep28: Goldman Sachs AM CIO Ashish Shah on Private Debt, Social Media, Inflation & Growing Up
28:12
28:12
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28:12
Ashish Shah, Chief Investment Officer at Goldman Sachs Asset Management joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the future of private debt markets, GSAM’s view of financing fossil fuel companies, using social media as a communication tool…
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Ep27: Rick Rieder - Blackrock CIO on Crypto, Inflation, Twitter & Parenting Advice
36:10
36:10
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36:10
Rick Rieder, Chief Investment Officer of Global Fixed Income at Blackrock joins Yann Le Pallec, Global Head of Ratings at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Rick’s take on the current volatile market conditions, how to approach inflation, Rick’s 30,000 Twitter followers, Yann’s professi…
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Ep26: Jared Isaacman on Inspiration4, Elon Musk, Leadership & Mars
40:38
40:38
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40:38
Jared Isaacman, Founder of Shift4 and SpaceX Astronaut joins Chris Heusler, Chief Commercial Officer at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Jared’s experience as a civilian astronaut, his relationship with Elon Musk, Chris’ career path, how to be a good leader and when both guests think …
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Ep25: Ray Dalio on Economic Cycles, Career Advice, Crypto & ESG
1:04:31
1:04:31
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1:04:31
Ray Dalio, Co-Chairman and Co-CIO of Bridgewater Associates and Martina Cheung, President at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. In a wide ranging discussion, conversation touched on markets, Sustainable Finance, diversity in societies, Ray’s new book, life and work role models, Joe’s job at McDonalds and caree…
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Ep24: Talking ESG with PIMCO & S&P Sustainble1
27:15
27:15
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27:15
Grover Burthey, Head of ESG Portfolio Management at PIMCO and Richard Mattison, President at S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on PIMCO’s priorities in the ESG investing space, growth of the S&P Global Sustainable1 division and the challenges ESG presents market stakeholders. There was …
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Inflation with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management
31:58
31:58
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31:58
Our first guest for 2022 is Dr Christian Baylis who earned his Ph.D in inflation modelling and forecasting. We discuss inflation expectations, central bank policies and market volatility amidst the recovery from the COVID-19 pandemic. We also talk about Fortlake fund strategies, performance and the firm’s success with $1bn funds under management in…
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Ep23: Grayscale on institutional investor interest in crypto
24:26
24:26
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24:26
Joe Cass hosted CEO of Grayscale Investments, Michael Sonnenshein and Senior Research Fellow at S&P Global Ratings Chuck Mounts on the latest episode of Fixed Income in 15. Discussion focused on the emerging cryptocurrency markets, institutional investor involvement in the space and debate on how blockchain could fit into traditional finance struct…
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Ep22: ESG investing trends & experience of Davos with Fidelity
23:02
23:02
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23:02
Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global’s new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was …
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Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream
28:09
28:09
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28:09
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. We discuss what is driving inflation, central banks, and a credit outlook for 2022. We also talk about who Kapstream are, and learn more about their investment strategies.…
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Short term fix for a long term problem? with Robert Tipp – Chief Investment Strategist and Head of Global Bonds at PGIM
41:58
41:58
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41:58
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 Fixed Income, a top 10 global asset manager with USD$1.5 trillion in funds under management. We discuss whether developed countries with massive debt burdens are heading toward a Japanese-style econo…
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Positioning Fixed Income Portfolios with Chris Black – Managing Director of Alexander Funds Management
29:46
29:46
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29:46
This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixed income portfolios in the current low interest rate climate, his expectations for inflation, the property market and investing in warehouses. We also learn more about the types of funds available at …
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"What’s the growth trajectory?" with Warren Hogan – Managing Director of EQ Economics
29:05
29:05
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29:05
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, reopening the economy and which states have the best prospects for recovery in the near future.
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Tackling climate change with Dr. Kylie-Anne Richards – Executive Director and Chair of ESG at Fortlake
16:22
16:22
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16:22
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 Fortlake Asset Management. We discuss the findings of her most recent research paper on transition risks and sovereign bond yields, which is a collaboration between UTS, Fortlake and Ardea who have team…
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Ep21: Raoul Pal talks crypto, CBDC and living in the Cayman Islands
31:03
31:03
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31:03
In a special Crypto episode of Fixed Income In 15, Joe Cass is joined by Raoul Pal, Co-founder and CEO of Real Vision and Mohamed Damak, Senior Director at S&P Global Ratings. There was lively debate between Raoul and Mohamed on the emerging role of cryptocurrency and Central Bank Digital Currencies in traditional finance, including the importance …
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Who are CIP Asset Management? with Victor Rodriguez – Head of Fixed Income at CIPAM
28:02
28:02
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28:02
“CIP Asset Management might well be one of the largest, most established Australian investment management businesses your listeners may have never heard of.” This week we sit down with Victor Rodriguez, Head of Fixed Income at CIP Asset Management, part of the funds management division of Challenger. We discuss its background and 15+ year history, …
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Housing, Interest Rates and China with Chris Joye – Chief Investment Officer of Coolabah Capital
37:42
37:42
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37:42
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 rate increase, iron ore prices and our relationship with China. Chris discloses where he sees opportunities for investors and gives us some insight into the Coolabah Long-Short Absolute Return Credit …
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ESG with Bill Haughey – Head of Aberdeen Standard’s Infrastructure Funds Australia
15:43
15:43
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15:43
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 also discuss Public-Private Partnerships (PPP), infrastructure and the new, $2.2bn Royal Adelaide Hospital PPP and its green and social components.
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Corporate Bond Market Inquiry with Jason Falinski MP – Chair of Standing Committee on Tax and Revenue
21:13
21:13
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21:13
This week we speak with Jason Falinski MP, Member for Mackellar about the Federal Government inquiry into development of the Australian Retail Corporate Bond Market. We discuss why the inquiry came about, how regulation has impacted personal investors, Atlassian’s experience, and changes the committee are looking to make.…
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Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson
24:51
24:51
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24:51
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 of the Tactical Income Fund (Chi-X: TACT), his strategic approach to investing, and current market trends. We discuss the direction of interest rates, why near-term inflation is transient, and how financ…
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Ep20: Blockchain, cryptocurrency and Meme stocks with UBS CIO
29:03
29:03
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29:03
Mark Haefele, Chief Investment Officer at UBS and Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on the evolution of ESG over the past 18 months, long term credit outlook and views on the digitalization of finance including blockchain and cryptocurrency…
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