Research Hub
Please find below all the relevant research materials
RECENT Thought Pieces
Income Opportunity – Floating Rate Notes
Positive for AT1 instruments, including new ANZ NZ OTC; Neutral for T2 instruments over the medium to long term.
Why bank term deposits are falling and what is driving them
How to position your portfolio when rates fall
Interest rate swap curve is a key factor in pricing corporate bond curves
Bond Opportunities in Current Interest Rate Environment
Direct Investment vs Funds
Proposed Changes to Wholesale Investor Qualification
Australian banking sector update
China, deflation, and global rates falling
Adding duration to portfolios right now
Factors that influence the price of fixed rate bonds
Common misconceptions about bonds
Equity risk premium highlights case for bonds
What factors influence the price of fixed-rate bonds? And how can I mitigate these factors?
New RBA, old cycles, new investment choices
Sequencing Risk
How fixed income can help address issues in the aged care sector
Market Commentary: 2023 Sparkles on Fixed Income
High quality Australian bonds at decade-plus high yields
Implications for UBS/CS on Kangaroo Perps
UBS to buy Credit Suisse in Momentous Deal
Silicon Valley Bank (SVB) – Where To Now?
Portfolio Strategies
Credit Outlook 2023
Age Care Sector
APRA Announcement
Foreign Currency Bonds
Benefits Of FRNs
The Credit Market – State of Play Sep’22
S&P Default Rate Study
Aussie Banks Bonds Creating Opportunities
Experts Suggest Fixed Income Asset Allocation
Portfolio Review: Bond Mix
Cheap bonds, spiking yields
The IAM 6% Club
Post-Election Credits
OTC T2 and AT1
Value emerging in term deposit rates
The Benefits of Bonds
The 5% Club
Value in T2 vs AT1
Hybrids
Inflation and the RBA
Expert Insights: Keep an Eye on China and the US
Expert Insights
Duration and How Investors Should be Positioning
Reopening Australia
Equity Bubble
Australian Tapering and Bond Implications
Virgin Collapse