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
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