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...
Episode 37: REITs in focus - why listed property matters
IMAP Podcast Series - Independent Thought
21 minutes
2 months ago
Episode 37: REITs in focus - why listed property matters
Join Mark Mazzarella (Dexus) & our host Emily Barlow (Perpetual Private) as they discuss: Key differences between listed and unlisted propertyThe role of REITs in balanced and income-focused portfoliosPositioning AREITs & Global REITs vs bonds, hybrids, and unlisted trustsValue of diversifying across domestic and global exposuresImpact of rates, macro trends, and why listed property looks attractive now
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...
