Fixed Interest Videos

Michael Kurland, Managing Director of Arrowpoint Capital provides a spotlight on Australian Private Corporate Debt, covering growth of the asset class and how investors can access early double-digit income returns in this space. Michael will use examples of the Arrowpoint approach and experience to showcase how an Australian Non-Bank Lender can support the plans of Australian and New Zealand businesses and provide strong risk-adjusted returns for investors.

Investors have a few different options for term investments available, these cover lower risk Bank Term Deposits through to Managed Fund term offerings. Each of these have different risk profiles that investors need to be aware of, the Remara Term Account within it’s Cash Management Fund has been developed to offer investors a strong underlying credit profile within investments covered by Investment Grade rated or shadow rated assets. With returns on-par with pooled or single asset mortgage funds, the Remara offering provides investors a strong risk profile, improved liquidity offering and fixed or floating rate alternatives across either a 6 or 12 month term.

An analysis of how the Australian private debt industry takes advantage of major investment market disruptions over the past 30 years, and delivers an ideally balanced environment for modern investor risk vs. reward outcomes.

In the past decade, Australia’s major banks witnessed a 16% decline in their commercial real estate debt share, with over $74 billion now sourced from alternative non-bank lenders. This rise in non-bank lending has ushered in a wave of new lenders. While this market remains attractive to investors seeking competitive returns in a diversified portfolio, it's crucial to note that not all funds are alike. Before diving in, investors must weigh these 4 pivotal factors carefully.

In the current economic environment the outlook for inflation has a pivotal role. This paper provides a framework to understand central bank monetary policy while providing an outlook for inflation.

The Market Matters Active Income Portfolio combines Australian large cap listed equities with a value focus together with other asx listed income securities, including hybrid securities and other listed income funds. James Gerrish is Market Matters’ Lead Portfolio Manager, guiding members through daily commentary and directing the Market Matters portfolios, he brings with him 20 years of experience.

With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in the next year for the Australian income investor? In this session Mutual Limited will provide a guide to fixed income and credit markets, and what drives the returns that investors can expect to receive from holding anything from bank deposits, bonds and floating rate notes. This presentation will cover: 1. A 101 guide to bonds, floating rate notes and mortgage back securities, and how they can be used by investors seeking income; 2. The different between fixed and floating rate bonds; 3. How the economic environment is likely to impact fixed income and credit portfolios in the next year; and 4. Portfolio opportunities with different types of fixed income and credit securities, noting their risk and return profiles

The Capstone Income Fund is a debt fund available to wholesale investors with a diversified portfolio of registered mortgages over Australian property assets. Alexander MacDonald is the Founding Director at Capstone Funds, he has worked in project finance and construction for over 15 years and managed MacDonald Capital from inception.