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Fixed income

February

Fund manager Geoff Wilson.

WAM hires eight brokers for $400m IPO

Street Talk understands Wilson Asset Management has tapped Taylor Collison, Morgans Financial, E&P Capital, Ord Minnett, Canaccord Genuity and Commonwealth Securities.

Mary Delahunty, CEO of the Association of Superannuation Funds of Australia

How to decide the best super strategy for you

Superannuation can be structured – and restructured – to suit individual account-holders.

Geoff Wilson is rattling the tin for a new LIC.

WAM fires up brokers for $400m IPO; Westpac legend on board

Wilson declined to comment, however broker sources told this column a deal to raise as much as $400 million is poised to launch. 

Joe Longo said ASIC was frustrated by the reluctance of some private capital operators to hand over information about their fees, performance and valuations.

ASIC puts defensive $150b private capital sector on notice

The corporate regulator expects more money to pour into unlisted assets and private credit, and has warned of growing risks to the wealth of ordinary people.

Alicia Gregory, managing director at Blue Owl, a Wall Street firm active in private markets.

Private markets dragged out of the shadows by corporate cop

ASIC is eyeing the future of investing and hellbent on keeping public and private markets on a level regulatory playing field.

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PIMCO’s Rob Mead in Sydney in 2023.

PIMCO’s top bond fundie in Australia bows out

Despite his retirement as a managing director, Robert Mead will continue as the firm’s Australia chairman and as an adviser.

How to build a portfolio using just three ETFs

It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.

The ACT, along with NSW and Tasmania, has an AA+ credit ratings but all three are on a negative outlook.

S&P threatens to downgrade states as it runs out of patience

“This is your last warning,” is the main message from the ratings agency to big-spending state governments, says a Westpac interest rate strategist.

AFIC boss Mark Freeman says Mirrabooka’s negative returns were not surprising given the correction after the market reached record highs last year.

Debt funds run wild on the ASX as equity funds go friendless

The listed investment fund market is a tale of two asset classes: equity funds are very much out of favour while debt funds are thirsty for income and bringing in money.

January

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What interest rate cuts will mean for your money

February is firming as the month that the Reserve Bank will cut the cash rate, which will have flow-on effects for shares, property and term deposits.

December 2024

Fixed income investors are going to chase yield in 2025.

Fixed income brokers prepare for a ‘gold rush’

A surprise decision by regulators to phase out major bank hybrids has sparked a race to fill the void and meet a growing demand for income.

APRA chairman John Lonsdale.

D-day for bank hybrids draws a line under divisive APRA process

The prudential regulator is due to give the market an update on whether it will kill bank hybrids. Some people wonder whether it has gone too far.

October 2024

James McMurdo in his Goldman Sachs days.

Ex-Goldies duo sign US merchant bank for private credit push

Street Talk can reveal McMurdo and Walsh’s Privatus Capital Partners has signed an agreement with New York’s BDT & MSD Partners.

Consider location, risk, diversification and quality if you’re contemplating investing in private credit.

Four things investors must know before leaping into private credit

Private credit is a newly accessible asset class for retail investors, but there are potential traps for the unwary as not all private credit is the same.

John Wylie

UniSuper withdraws Tanarra Credit Partners’ mandate; dealmaker resigns

The industry fund has yanked a multimillion-dollar private debt mandate as it seeks to consolidate its private credit strategy towards the bigger end of town.

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September 2024

Coronado mines coal at Queensland’s Curragh mine.

Coronado hires three banks for $US400m debut high-yield bond

Coronado’s B+ rating is firmly in the so-called “junk bond” territory.

Ardea co-founder Tamar Hamlyn.

Challenger-backed Ardea IM battles redemptions; co-founder exits

The Ardea Real Outcome Fund, has shrunk from $10 billion three years ago to $4.3 billion at the end of July, according to publicly available documents.

Ben Brazil of FitzWalter Capital

Former Macquarie star bets on private market reckoning

Private equity investor Ben Brazil is ready to swoop on what he thinks will be an imminent wave of distress, and to profit from those who got in over their heads.

Banks and investors will be sad to see hybrids disappear.

Where to invest as bank hybrids disappear

Investors have enjoyed juicy yields on bank hybrids but will need to find alternatives after APRA announced the securities would be phased out by 2032.

APRA chair John Lonsdale says bank hybrids will be phased out.

Why APRA will kill off bank hybrids for good

Australian bank hybrids have been a popular and reliable source of income for investors. But APRA says their time has come.

Original URL: https://www.afr.com/topic/fixed-income-hvo