Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come.  

With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a niche corner of the capital market- it’s globally relevant.

So what kind of opportunities can these shifts in fixed income create for advisors and their clients’ portfolios?

Alec sat down with Anthony Ip, Fixed Income Portfolio Manager, Milford Corporate Bond Plus Fund to find out.

Timestamps

00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks

03:44 – RBA’s dual mandate and future interest rate trajectory

05:48 – The evolution and scale of Australia’s corporate bond market

10:54 – Key sectors and issuers shaping the bond market

13:44 – The future of offshore corporates issuing in Australia

15:19 – Australia’s fiscal position and attractiveness to global investors

18:09 – AI infrastructure boom and implications for credit markets

29:52 – Practical takeaways for advisers on incorporating fixed income

Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free. If you want to learn more about Milford's funds head to their website.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at http://milfordasset.com.au

——

CPD Points: This episode is accredited CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

——

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

——

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.