Fixed Income

Australia’s credit market continues to experience increased interest and thus demand for assets, pushing listed credit asset yields lower, which has flowed through to private or unlisted [...]

With Australian credit the in-vogue topic, there is no shortage of compelling pitches for why to invest. Lending against residential property or to high-quality businesses, what could go wrong? [...]

Manning invests in a range of asset-backed portfolios which we quantitatively and qualitatively assess to determine their resilience and overall credit quality. Central to the Fund’s strategy is [...]

As we take a broader look at Australia’s current economic position, we recognise some typical signs of a contractionary phase, such as a softening labour market, higher interest rates, and [...]

Examining the Australian economy, the case for the RBA cash rate falling in the near term remains overstated. In early 2024, we outlined two-way risk for the RBA cash rate (a chance it may rise [...]

The growing prevalence of credit or private credit within investor portfolios has materially contributed towards a better understanding of the asset class. As mentioned in our prior month’s [...]

The Fund delivered +0.79% in May, 9.56% over 12 months and 6.94% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. In our eight years, [...]

The Fund delivered +0.86% in April, 9.57% over 12 months and 6.91% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. We are pleased to [...]

Josh Manning, Portfolio Manager and Founder presents the Q1 2024 market update for Manning Asset Management.

The Fund delivered +0.74% in March, 9.49% over 12 months and 6.87% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   Past [...]

With Australia’s population forecasted to reach over 29 million by 2030, driven by net migration of around 500,000 per year, the demand for new housing is at record highs. The Australian [...]

The proliferation of fixed income and credit options within Australia over the last 2-3 years has been immense. With higher cash rates and volatility of other asset classes, this has been a [...]

The Fund delivered +0.70% in February, 9.51% over 12 months and 6.84% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. The Fund carried a [...]

As we move through Q1 of 2024, many of our clients are eager to understand our views on what this year may hold for the Fund and how we are positioning the portfolio. Foundationally, one needs to [...]

Successful investing is as much about avoiding losers as picking winners, which means dodging the following pitfalls is a good start. The secret to successful investing in the fixed income and [...]

The Fund delivered +0.80% in December, 9.43% over 12 months and 6.79% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. There are several [...]

The Fund delivered +0.72% in November, 9.35% over 12 months and 6.75% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. In December 2022, [...]

We’re all prone to pulling the plug on our portfolios from time to time, but it’s probably not the most productive approach. – Written by Chris Conway | Livewire Markets   [...]

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   We are [...]

Is diversification really the only free lunch in investing? While diversification is often termed ‘the only free lunch in investing’ I am not necessarily a believer. Diversification for [...]

Join CIO Adrian Bentley and Head of Investment Solutions Juliet Shirbin, as they discuss the role of macroeconomic analysis in managing a through-the-cycle portfolio. The Manning Monthly Income [...]

In the face of an unpredictable economic environment, skilfully managed fixed income investments can provide attractive risk-adjusted returns. Like all asset classes, risks remain that, when [...]

Beneath the yield fixed income investors receive, there are often overlooked avenues of transaction income many investors are missing out on.   The decade high RBA cash rate has been a boon [...]

The secret to this fund manager’s seven-year track record is to just keep it simple. Written by Hans Lee, Livewire Markets If there’s one common trait among fund managers that [...]

Fixed income has matured as an asset class, driven by the global rise in cash rates, resulting in increased yields. Heightened market volatility has also emphasised the need for diversification [...]

How we’re answering one of the most pressing questions from investors One adviser said that it’s hard to find income these days without taking big risks. Now, there’s a fund [...]

For years, conventional fixed income struggled to pay rates. But Manning Asset Management continues to beat the crowd – Written by Hans Lee, Livewire Markets.   The story of [...]

Australian Fixed-Income Markets Unveiled – Investor Implications Amid the RBA’s Economic Transition   As the RBA moves from pumping to decelerating Australia’s economy, [...]

Josh Manning, Portfolio Manager at Manning Asset Management, and Charlie Viola, Partner & Managing Director – Wealth at Pitcher Partners, discuss interest rates, property prices and [...]

Josh Manning, Portfolio Manager at Manning Asset Management, and Charlie Viola, Partner & Managing Director – Wealth at Pitcher Partners, discuss interest rates, property prices and [...]

Recent domestic bond market volatility has reverberated through many asset classes causing investors to question their portfolio allocations. While some aspects are often sensationalised, [...]

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