Show Notes
Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market taken up by everyday Australians.
Now with APRA phasing out bank hybrids, advisers face a $16 billion hole to fill in client portfolios.
In this episode, we ask Helen Mason, Portfolio Manager at Schroders, where advisors can look to fill it?
We cover: • The hybrid phase-out explained: why it matters now, not 2032. • What makes Australian credit an institutional investor's best kept secret. • Differences between public vs private debt market. • How Helen’s fund CBOE:HIGH fits into an income portfolio.
——— CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. ———
This episode with Schroders has been sponsored by Cboe APAC.
Head to the Cboe website to learn more about their Cboe-listed ETF Schroder Australian High Yielding Credit Fund - Active ETF (HIGH).
Thank you to Cboe APAC for helping us keep all of our content free and accessible. ———
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———-
Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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