Company research
Darryl Bruce outlines some of the key considerations for investors when constructing their fixed income portfolio.
Company research
We examine a selection of unrated, shorter dated bonds that present an opportunity for investors seeking a higher portion of income.
Company research
A myriad of contrasting forces aside, households are responding strongly to cheaper money as policy-makers push more stimulus.
Company research
The spike in uncertainty and volatility that has accompanied the COVID-19 pandemic has many investors reassessing investment portfolios. Here, we explore some reasons why investors can feel comfortable in building a fixed income allocation in the current market.
Company research
Investor confidence has returned to the RMBS market and this is reflected in the issuance volume and pricing. Despite a contraction in spreads, RMBS remains attractive from a relative value perspective. Here we take a look at some recent developments in and performance of the sector.
Company research
There are a number of questions we hear frequently as clients start to mull over the decision to invest in bonds. Here we take a look at a handful of such questions.
Company research
After somewhat of a slow start to the year, bond issuance has gathered momentum. While this has been mainly led by governments and financial institutions issuance, good quality corporate issuers are also taking advantage of the market conditions to lock in funding and shore up capital.
Company research
With results season in full swing, the Australian Prudential Regulation Authority (APRA), the prudential regulator for banks and insurance companies, recently provided guidance on its expectations for dividend distributions.
Company updates
Victoria's lockdown restrictions and what it means for the broader economy and specific bond issuers.
Company research
Remission or relapse? Inevitable pain for some as government support is unwound and forbearance runs out.