ABE Weekly 24/02/2021
ABX Weekly 24/02/2021 Market Update “Do what you can, with what you have, where you are. “ You can’t ask for a better indicator of what’s happening across the world in the yield space than the recent issue of a new bond in Europe by H & M Group of EUR 500m / 8.5-year / 0.25% coupon bonds. This bond was heavily oversubscribed despite the very […]
ABE Weekly 17/02/2021
ABX Weekly 17/02/2021 Market Update “The greatest glory in living lies not in never falling, but in rising every time we fall. “ Nelson Mandela Yield curves across the world have started to steepen, something we have not seen for quite some time. This has certainly caught players off guard and caused some pain across the industry. In last week’s note we mentioned that investors […]
ABE Weekly 10/02/2021
ABXWeekly 10/02/2021 Market Update “I’ve failed over and over and over again in my life and that is why I succeed.“ Michael Jordan With less and less access to quality higher yielding corporate bonds, investors will, out of need, start to gravitate towards alternate yield enhanced securities or structured products. Here we run through a quick expose of what these securities are, […]
ABE Weekly 03/02/2021
ABE Weekly 03/02/2021 Market Update “You only live once, but if you do it right, once is enough” – Mae West I can now fully appreciate how difficult it must be to do stand-up comedy. To come up with new material day after day, week after week, is incredibly challenging. I can relate to this scenario now given a somewhat lack of new news or […]
ABE Weekly – 28/01/2021
28th January 2021 ABEWeekly20210127.pdf Market Update “If opportunity doesn’t knock build a door” – Milton Berle Joe Biden’s election as the US new president was nowhere near as exciting as perhaps a Trump victory would have been, however it should bring a little more stability to the investment landscape. It may sound a little bit like a broken record but, the reality of the situation is that short of a black swan event, markets around the world […]
ABE Weekly – 21/1/2021
ABXWeekly20212001.pdf Market Update “Tell me and I forget, teach me and I may remember, involve me and I learn.” – B. Franklin 2021 has started on a relatively subdued note. There doesn’t seem to be any controversial themes arising thus far on the global stage. The main event this week was the inauguration of President […]
ABE Weekly 13/01/2021
ABE Weekly 13/01/2021 Market Update “It always seems impossible until its done.” It has been relatively quiet on the western front over the past week. Domestically there is still a big focus on COVID related issues with State Governments continuously monitoring and updating the public. The US presidential inauguration has attracted quite a bit of attention, particularly in view of the riots […]
ABE Weekly 06/01/2021
ABE Weekly 06/01/2021 Market Update “Yesterday is history, tomorrow is a mystery, today is a gift, that’s why they call it the present.” Welcome to the Australian Bond Exchanges first weekly for 2021. If nothing else, we hope and expect that 2021 will be better than 2020 and we wish our clients all the best for the New Year. Equities […]
ABE Weekly 16/12/2020
ABE Weekly 16/12/2020 Market Update “Life isn’t about finding yourself; it’s about creating yourself” As we sign of for the year in what has been one of the most tumultuous periods in the last 100 years, the one common denominator across all the developed countries is the obsession by central banks to keep printing money. As we go to print The Financial Standard reported that the US Fed […]
ABE Weekly 09/12/2020
ABE Weekly 09/12/2020 Market Update “In search of interest income, thou shalt be open minded” As we approach the end, of what can only be described as a most challenging and very unusual year, we look towards 2021 and what lies ahead. In short it looks like 2021 will be a much better year all round for Australia with forecast increases in […]