We are pleased to introduce the first video of our four-part video series on hybrid securities, where members of the Bentham Asset Management investment team provide insights into the history of hybrids, structural considerations, alternative options and the associated risks and characteristics.

In 2021, interest rates went on a fantastical journey, leaving investors feeling like Dorothy in a strange new land. But with rates rising like a hot air balloon, we’re transitioning […]

Richard Quin of Bentham Asset Management explores the potential benefits and opportunities of investing in global credit markets for retail investors. Richard points out that Australia’s robust stock market performance […]

The underperformance of global bank hybrids has opened up an opportunity for active investors to capture much higher yields, particularly when compared with ASX hybrids. 

Fund structure plays an important part in the performance of credit funds. A well-structured fund supports pricing transparency, liquidity and fairness for unitholders. In this paper, Richard Quin outlines the […]

In this months ASX Investor Newsletter, Bentham CIO Richard Quin explains the role of global credit in client portfolios and the opportunities he sees within the asset class. Link below:

Global credit can be a useful
diversifying asset class for Australian
investors. It can offer higher income
than cash, with less risk than shares,
while bringing diversification benefits that can reduce overall portfolio risk.

Syndicated loans have developed
into an institutionally accepted asset
class because of their competitive
absolute returns and strong risk adjusted returns. When investing
in Syndicated Loans it is important
to consider managers that offer
diversification, as well as access
to new issues and hedging for
AUD investors.

The current low level of interest rates provides investors with a very low starting point for forecasting future market returns.

This paper considers the role for alternative asset allocations in a 60/40 balanced portfolio in different economic scenarios over the medium term.