subordinated debt

Latest news and analysis on subordinated debt

Listed Series

The end of bank hybrids, the future of fixed income investing

Macquarie’s Brett Lewthwaite shares his views on how investors can target attractive yields with a lower risk through this asset class.
Vishal Teckchandani
Livewire Markets
Fixed Income

Macquarie sees rates moving much lower, creating opportunities in bond markets

With 10-year US Treasury yields set to drop, Macquarie sees a key moment for bond investors to lock in high returns, stability and growth.
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Vishal Teckchandani
Livewire Markets
Expert Insights

VanEck: where interest rates are headed next and how to capitalise

Bonds are looking attractive but there's more to come in the world of fixed income according to VanEck's Russel Chesler.
Sara Allen
Livewire Markets
Fixed Income

Is it time to reassess your Australian bank exposure?

Cameron McCormack of VanEck explains why subordinated debt provides an opportunity amid current market volatility.
Cameron McCormack
VanEck
Fixed Income

Coming tsunami of bail-in-able debt

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...
Christopher Joye
Coolabah Capital
Fixed Income

House prices to jump 5% to 10% if RBA cuts after huge APRA rate cut... (and election consequences for bank capital structures)

As very active capital structure investors, we are constantly engaged in repricing the absolute and relative valuation levels spanning preferred equity, subordinated...
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Christopher Joye
Coolabah Capital

Addressing the ‘franking credit dilemma’: Is bank subordinated bank debt the answer? Possibly!

Labor’s proposed tax changes could result in investors experiencing a decline in income as many may be unable to redeem surplus franking credits. For such investors...
Clive Smith
Russell Investments

Dysfunction Across Bank Capital Structure

Christopher Joye
Coolabah Capital
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