high yield

As one of the last bastions of decent risk-adjusted yield, where 7% p.a. - 12% p.a. is typical, private debt is becoming increasingly popular with investors looking to...

If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment...

In this interview with Pinnacle's Gerald Willeston I discuss the role bank-issued hybrids can play in a portfolio relative to (1) global high yield bonds and (2)...

Credit securities, both in Australia and globally are getting back on their feet. The bookbuilds this week of $1 billion of corporate debt by Woolworths, $1.25 billion...

In the AFR today I explain why ever since I have pulled out my empirical “shotty”, an intellectual 12-gauge, the housing bears have started running for the hills. In...

In the AFR today I write that the global high-yield (or junk) bond market is blowing up once again, schooling investors on why the interest rates on these securities...

The best way I can think to describe what happened on Friday was that this was US Federal Reserve chair Jerome Powell's "Dirty Harry moment". Whatever guns the hedge...

2019 in ReviewMacro ViewAs we noted in the 2018 review of the fund, we came into 2019 with concerns in relation to the soft macroeconomic environment in Australia, and...

There’s a common question being asked of economists, money managers and financial commentators these days; are we mid-cycle or late-cycle? The honest answer is that we...

Today I explain why most global high yield bonds are really just equity risk, with similar volatility and maximum 40% losses, while also lifting the lid on one of our...