Relative Return: How fixed income got its defensiveness back

Wealth Management Podcast Network

In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.

Listen as they discuss:

• The defensive characteristics of fixed income.
• Market volatility triggered by US President Donald Trump.
• The “chase for yield” mentality prompted by interest rate cuts.
• Impact of the transition from AT1 securities.
• Credit spread tightening from the expansion of private credit funds.