A Beginner’s Guide to Trading ASX Hybrid Securities

Hybrid securities are a unique asset class that combines features of both debt and equity instruments. For investors looking to diversify their portfolios and potentially earn steady income, ASX hybrid securities offer an intriguing option. However, understanding how to trade them effectively is crucial for success in this market. Know what you’re investing InBefore diving … Read more

Market’s fantasy gets shattered by inflation yet again | Economic update

Last week began quietly enough so as not to wake market participants from their delirium in which “Goldilocks” is real and “immaculate” disinflation is possible. All of this fantasy stuff was shattered on Tuesday night when the US CPI results were stronger than expected. This was then compounded by the stronger than expected wholesale inflation … Read more

Pivotal week for global markets as the ticking time bomb awaits

The week ahead may prove pivotal for the global bond markets. The US has roughly $33 trillion in Federal debt, at an average interest rate of roughly 3%, which generates around $1 trillion per year of interest cost. Based on current expectations, the Congressional Budget Office guesses that the government deficit from 2024 through 2033 … Read more

Insights from an Investment Managers trip to Hong Kong

Last week we travelled to Hong Kong to attend a global investment conference and conducted several meetings with – Hong Kong listed companies (some of the largest companies with not only exposure to Chinese markets but assets in developed markets), buy side investors, strategists, fund managers and bottom up equity analysts. These trips support our … Read more