sustainable high yield

Brett Craig

It has been a very active half year in the Australian Alternative Finance (AltFi) market. Since my previous wire on the key themes expected for 2018, the market has continued to grow and evolve. The themes were: 1) Continued Growth, 2) Consolidation of Lenders; and 3) Transparency via Listings. Show More

Mathan Somasundaram

Central bank currency wars, political election cycles, and a corporate survival mode will continue to put downward pressure on growth rates and interest rates. The RBA has been pushed into an interest rate easing cycle as deflation worries starts to bite. The global growth worries, weak US data, and weak... Show More

Mathan Somasundaram

We maintain a bullish long term view while short term volatility expected with US Fed raising rates in December. Markets have already started to chase high yielding stocks in an environment of low interest rates and lower growth. Global growth will remain low for longer while central banks provide support... Show More

Mathan Somasundaram

SHIELD - Sustainable High Yield | Growth worries to convert non-believers back to yield | We maintain our positive view that the market will recover from the recent profit taking on geopolitical, currency and global growth worries. We expect domestic consumer confidence to remain low and force RBA to cut... Show More