Business Research & Insights

With public debt markets in flux due to the spread of COVID-19, patience is the watchword for Australian borrowers in private capital markets.

The rush to bonds continued on Friday, hitting new lows for Treasury yields, even as equities in the US saw a last-minute push and actually finished the week up a little.

We helped Neuberger Berman set up Australia’s first listed investment trust focused on global fixed income, to turn global bonds into income for Aussie investors.

With the help of some big thinking and timely funding, Port of Melbourne has gone from strength to strength as they meet the needs of a growing Australian economy.

The bond market has long been opaque, with bonds traded in parcels far too large for the average investors, but what might a more accessible bond market look like?

Technology has already revolutionised back offices at superannuation funds and wealth management businesses, and is soon to transform customer service as well.

It’s taken a while to gain momentum, but fixed income is starting to feature in high net worth portfolios in Australia, catching up with offshore peers.

Sustainable bonds are appealing to a wider set of investors as the market develops, a recent conference was told.

The financial crisis and its aftermath fundamentally reshaped bank business models, allowing investors to focus mainly on macroeconomic factors when they analyse the sector. Speakers at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit shared insights into the present and future of bank investment.

For corporates with a growth agenda but no formal credit rating, the bond market is providing a new avenue for capital.

A new debt market is evolving that could help give mid-sized Australian companies that don’t have a credit rating more options to secure debt funding from investors.

Ethical investment was a hot issue at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit in July. NAB’s Mark Todd and a panel of ethical investment industry leaders discussed how this market is developing in Australia.

A panel of fund managers and NAB’s Connie Sokaris discussed the vexing issue of how to create income in a low interest environment at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit.

NAB’s Mark Todd and a panel considered the future of fintech and the implications for investment at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit.

NAB’s Director of Fixed Income, Mark Todd, is joined by John Pearce from UniSuper and Nick Bishop from Aberdeen to discuss where rates are headed, equities with sustainable dividends, and whether we're in a bond yield bubble.

NAB’s Director of Fixed Income, Mark Todd, speaks with Tano Pelosi from Antares and Matthew Johnson from UBS about inflation and interest rates in Europe, along with the actions of European Central Bank President Mario Draghi.

NAB’s Director of Fixed Income, Mark Todd, is joined by Steve Goldman from Kapstream and Adam Goldstein from Skeggs Goldstein to chat about the global economy and key US economic indicators, and how they could affect US Federal Reserve decisions.

NAB’s Director of Fixed Income, Mark Todd, is joined by Steve Goldman from Kapstream and Adam Goldstien from Skeggs Goldstein to discuss how diversifying across asset classes during this time of low yield can still generate decent returns.

NAB’s Director of Fixed Income, Mark Todd, is joined by Ken Hyman (Antares) and Francesco De Stradis (Ord Minnett) to discuss the Federal Open Market Committee's decision to lift interest rates and drop GDP forecasts.

NAB’s Director of Fixed Income, Mark Todd, asks John Moore from Northward Capital to explain what to look out for when searching for a fund manager.

NAB’s Director of Fixed Income, Mark Todd, is joined by Ken Hyman (Antares) and Francesco De Stradis (Ord Minnett), to consider whether the market will see 'herd instincts' kick in when investors exit the carry trade.

NAB’s Director of Fixed Income, Mark Todd, asks Mercer's Russell Clarke and Chris Joye from the AFR to explain what a Carry Trade is.

NAB’s Director of Fixed Income, Mark Todd, chats with Mercer's Russell Clarke and Chris Joye from the AFR about longevity, and how it’s a game changer for asset allocation.

NAB’s Director of Fixed Income, Mark Todd, discusses the economic outlook for Europe with Grant Eshuys (Citibank) and Mark Bayley (Aquasia), and together they explore the challenges the European nations are facing.

NAB’s Director of Fixed Income, Mark Todd, chats with Mercer's Sue Wang and the National Party's Kevin Hogan about disengaged investors - people who are uninterested in closely monitoring their superannuation - and the importance of more simple and transparent products for these people.

NAB’s Director of Fixed Income, Mark Todd, discusses how changes in Australia's demographics threaten to have major impacts upon the Australian economy with Mercer's Sue Wang and the National Party's Kevin Hogan.

NAB’s Director of Fixed Income, Mark Todd, chats with Adam Goldstien from Skeggs Goldstien and Simon Ibbetson from Millinium about the property markets and how a change in these markets could affect inflation and therefore the banks.

NAB’s Director of Fixed Income, Mark Todd, chats with Steve Lambert, Executive General Manager of Capital Markets at NAB about the evolution of the Corporate Bond Market, why it's important and how it relates to the individual investor.