Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that have similar features.
The international market is much more diverse and offers some really interesting options, but the investments can also be much higher risk.
Daintree recently...
By Anthony Si, Senior Investment Specialist at Citi Australia.
We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely to the daily news cycle and fixed income is impacted by negative perceptions of underperformance in an expected period of rising interest rates.
There are two...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies listed as sub-investment grade to make a comeback. Higher credit ratings and a return to investment grade will likely result in higher bond prices, creating...
One of the key reasons investors chose to invest in the fixed income asset class is for diversification, they are seeking investments that are not aligned to existing investments such as shares or property.
The fixed income asset class has plenty of opportunity for diversification with lots of sub sectors...
The ETF market continues to develop and it’s surprising the diversification you can add in a single trade.
Diversification can be through:
The sheer number of invested securities
Various types of bonds such as fixed rate, floating rate or specific sub sectors such as government, corporate, high yield or emerging...
Elizabeth Moran sits down to talk with Markus Mueller, Co-Founder of The Australian Bond Exchange. Before co-founding ABE, Markus was Director/Branch Manager at Morgans/Reynolds, and before that was a Director of Reynolds Stockbrokers. He worked previously in private banking, fixed income and currencies in the United Kingdom and Switzerland.
How...
Article by Allan Lane, founder and CEO of Algo-Chain
With the continuing success of the ETF industry, it is quite something to hear the view of one group of insiders who often suggest that the growth of fixed income ETFs will go from strength to strength while another group decries...
How serious is the inflation threat?
That was the question considered by expert panel hosted by Jamieson Coote Bonds in a webinar last week. The panel was led by esteemed economist, Saul Eslake, who was joined by JCB Chairman Mark Burgess and JCB CIO Charlie Jamieson.
The presentation drilled down into...
Over the last decade, Australia's lending landscape has transformed. Gone are the days when the "big four" controlled the vast majority of Australians' credit needs. We've seen an influx of Non-Bank Lenders (NBLs) to the market, increasingly providing technology-driven lending solutions that traditional banking models have difficulty competing with....
Alternative fixed income manager CIP Asset Management (CIPAM) publish a monthly piece commenting on topics of interest for credit investors across a range of sub sectors. In this article, the company asked its investment teams why these COVID lockdowns seem different and then asked them to look beyond the...
