General
New issues update
General
New issues update
Moving down the capital structure of higher rated corporate issuers can be a smart way to add higher returns to well diversified portfolios. In this article, we take a look at what the capital structure is.
General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.93%* to the assumed maturity dates with an approximate $207k spend.
Call dates are a common structural feature across many bonds in global markets, particularly for subordinated and hybrid instruments, and are typically included to provide issuers with flexibility around capital management, refinancing, and regulatory considerations.
Trade opportunities
We've updated our Sample Portfolios for the month.
General
New issues update
With markets expecting further rate hikes from the Reserve Bank of Australia this year, in this piece we explore this monetary policy tool and why Central Banks use it to achieve inflation targets.
General
New issues update
Indexed annuity bonds (IABs) offer protection against inflationary pressures, making them a crucial allocation during times of high inflation, but also offering many other benefits too. Here we discuss how they work and why they’re considered a core portfolio holding.
Trade opportunities
The current portfolio yields an indicative 5.92%* to the assumed maturity dates with an approximate $207k spend.
We identify the key themes to come out of the 1H26 reporting season for Australian major banks. Here we discuss these trends and the implications for the banks.
Inflation-linked bonds offer inflation protection by keeping cashflow paid to investors in step with the rate of inflation. This is an important consideration for investors looking to protect their spending power against destructive inflation. Inflation can be a major risk for wealth erosion and depletion of savings in real terms.
Trade opportunities
We've updated our Sample Portfolios for the month.