Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025. They discuss; The key changes they are seeing in the Australian fixed interest market right now AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance?How investors think about liquidity and volatility riskTier 2 spreads have compressed too far, partly due to...
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Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025. They discuss; The key changes they are seeing in the Australian fixed interest market right now AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance?How investors think about liquidity and volatility riskTier 2 spreads have compressed too far, partly due to...
Join Emily Barlow (Perpetual Private) accompanied by Alex Ramsey (Infradebt), and Matt Macreadie (Income Asset Management Group) for an insightful discussion on fixed income investing. They explore: The pros and cons of direct investing versus funds and whether there is room for both approaches The role of green bonds and infrastructure debt How investors should be positioning the defensive part of their portfolio Areas investors should be avoiding at this point in the market cycle &...
IMAP Podcast Series - Independent Thought
Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025. They discuss; The key changes they are seeing in the Australian fixed interest market right now AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance?How investors think about liquidity and volatility riskTier 2 spreads have compressed too far, partly due to...
