Latest Fact Sheet: Updated 20 February 2024
Elstree Enhanced Income Fund. View the latest Fact Sheet
Elstree Enhanced Income Fund March 2024 Performance Review and Market Commentary
The Elstree Enhanced Income Fund’s Net Asset Value (NAV) at the close of business on 28 March 2024 was $0.8671 (Ex-distribution of $0.014 cpu the
Latest Research Note: 3 Charts March 2024
To read our latest note entitled ‘3 Charts October 2022’
Australian Hybrids. More adventures of the red headed stepchild of bank capital.
Bank regulators walk a tightrope. On one hand they have to ensure the safety of the banking system for depositors while at the same time
Inflation siren songs. Be careful what you wish for
We’ve read about it in the press, we’ve read about it in blogs and we’ve read about it in broker research notes. We are of
How do hybrids perform in periods of stress
To read our thoughts in more detail pleaseClick here
Elstree Hybrid Fund (Cboe Code ‘EHF1) Latest Review
To read the latest performance review February 2024 and market commentary for the Elstree Hybrid Fund (Cboe Code EHF1).Click here
Research note June 2022: Back to the Future: Remembering 1994
To read our latest research note entitled ‘Back to the Future: Remembering 1994’ pleaseClick here
ASX listed hybrid market update. A perspective on recent market weakness: May 2022
With the ASX listed hybrid market being a bit weaker over the June Quarter 2022 we thought we would provide some perspective. In providing perspective
Research Note: Australian Housing. Not as unaffordable as you might think.
To read the latest Research Note entitled, ‘Australian Housing. Not as unaffordable and sensitive to interest rates as you might think’Click here
Research note: ‘Why an allocation to floating rate credit makes sense’
To download a copy of our research note entitled ‘Why an allocation to floating rate credit (aka hybrids) makes sense Click Here and follow the prompts. In
Research note: ‘Measuring tail risk’
To download a copy of our latest research note on quantifying the tail risk of credit protfolios click on the Research Contents page and follow the prompts.
Elstree on youtube
To follow Campbell Dawson’s thoughts on the lastest corporate hybrid security issuance on youtube click on the Research Contents page and follow the prompts.
Elstree in the press
To view our thoughts on global bond market liquidity in an article entitled ‘The bond market’s liquidity problem’ in the the Australian Financial Review (AFR)
Bank dividends – will they or won’t they?
Will the banks continue to pay dividends on their ordinary shares or will they stop paying them and what are the implications for investors in
Inflation siren sings. Be careful what you wish for
We’ve read about it in the press, we’ve read about it in blogs and we’ve read about it in broker research notes. We are of
Research Note June 2022. Back to the Future: Remembering 1994
To read our latest research note entitled ‘Back to the Future: Remembering 1994’ please Click here