Changes in the ASX Yield Market

Michael Saba from Arculus - Investor Webinar March 2026

About this presentation

Michael Saba, Portfolio Manager at Arculus Funds Management and speaker in the March Investor Webinar ‘Finding Value in Volatility’, unpacks the rapidly changing landscape of income investing on the ASX. He explains how the phased removal of bank hybrids is reshaping the yield market and creating new opportunities across bonds, ETFs, and listed investment trusts. Michael highlights both the benefits and complexities of these emerging structures, including liquidity, pricing, and income reliability considerations. He stresses the importance of understanding product mechanics, costs, and market behaviour when seeking yield. His key message is that while the income landscape is evolving, informed investors can still access attractive and diversified yield opportunities.

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