Steven Spearing and Joe Unwin, portfolio managers from Apostle Fund Managers provide an overview of the fund manager, their view of the bond markets, and a new ethical high yield credit fund coming to the market next month.
1. How are you viewing the bond markets at the moment and...
Part of an insight article from Ardea Investment Management.
1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced in but there are still substantial risks to the outlook for bonds.
Historically poor quarter for bonds
Sovereign bonds underperformed significantly in March, capping off an...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central banks (CBs) are increasing interest rates. For instance, the Federal Reserve has ~7 rate hikes priced in between now and the end of 2022, with...
I recently had an email from Jeff, asking why the value in the iShares Inflation Linked Bond ETF had dropped when inflation is rising.
There are a couple of factors at play in explaining the loss in value.
1. 100% investment in government bonds
The ETF invests in about 13 government...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea Investment Management, Victor Rodriguez from CIP Asset Management and Daniel Siluk from Kapstream.
The four asset managers provide an outstanding insight into their thinking regarding current...
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation.
Stephen Dover, Chief Market Strategist, at the Franklin Templeton Investment Institute, part of Franklin Templeton, notes in a recent paper: “Since the fighting began in...
Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming off the first major offer for the year from ANZ.
How do you see the outlook for Capital Notes as an investment in 2022?
The demand is...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues.
The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management
Interest rates have decreased dramatically over the past decade and fixed income returns have declined in tandem. Some of these changes may unwind as we enter a...
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Capital Notes – What Are They and Should You Invest?
The Australian bank capital note market has long been favored by income investors and is worth around $30 billion. Recent issues mean it's worth...
Westpac Prepares $750m Capital Notes 9 Hybrid Deal
Westpac Banking Corporation has engaged syndicate brokers to raise $750 million through the launch of its Capital Notes 9 hybrids issue.
Pricing of Westpac Capital...
NAB Capital Notes 6 Offer Launched Seeking $1 Billion
The National Australia Bank has announced that it is seeking to raise $1 billion through the offer of NAB Capital Notes 6.
NAB Capital Notes...
WEBINAR: Altech Chemicals Green Bond with Iggy Tan from Altech Chemicals Ltd
In this webinar we sit down with Iggy Tan, CEO and Managing Director of Altech Chemicals Limited (ASX:ATC) to discuss their extraction of kaolin...
Altech Chemicals Green Bond Offer Hits Market
Sponsored article
Capital markets group Bluemount Capital has launched a USD$144million green bond offer to fund a high-purity alumina (HPA) plant in Malaysia for Altech...
