Latest Fact Sheet: Updated 3 October 2024
Elstree Enhanced Income Fund. View the latest Fact Sheet
Elstree Enhanced Income Fund October 2024 Performance Review and Market Commentary
The Elstree Enhanced Income Fund’s Net Asset Value (NAV) at the close of business on 31 October 2024 was $0.8672. This compares with the Fund’s
Latest Research Note: Charts and things of interest in August 2024
To read our latest note entitled ‘3 Charts October 2022’
APRA changes alternative tier1 capital rules. What it means for the longevity of AT1 investment.
Last year APRA released a discussion paper about the role AT1/hybrids would play in bank capital structures. On September 10, 2024, they released their proposal for the
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 October 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