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Bank hybrids are dead: here's where to invest next
In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss:
- The hybrid securities market and why APRA is phasing out bank hybrids
– What income investors (especially retirees) should consider in 2025
– The outlook for fixed income, bonds and private credit as interest rates fall
– PIMCO’s research-backed strategy for income investors post-hybrids
If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What are hybrid securities and why APRA is shutting them down by 2032
– What this means for income-focused investors and superannuation strategies
– How hybrids work compared to bonds and floating rate securities
– The impact of falling interest rates on income investments
– PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return
– Portfolio construction: replacing hybrids with bonds, credit and active income strategies
– How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios
– Final thoughts on risk, private credit, and doing your research
~~ Episode Resources ~~
– PIMCO hybrid analysis
– Libby Cantrill
– Visit TermPlus to learn more
– Learn more about PIMCO
~~ Rask Resources ~~
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By RaskIn this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss:
- The hybrid securities market and why APRA is phasing out bank hybrids
– What income investors (especially retirees) should consider in 2025
– The outlook for fixed income, bonds and private credit as interest rates fall
– PIMCO’s research-backed strategy for income investors post-hybrids
If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What are hybrid securities and why APRA is shutting them down by 2032
– What this means for income-focused investors and superannuation strategies
– How hybrids work compared to bonds and floating rate securities
– The impact of falling interest rates on income investments
– PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return
– Portfolio construction: replacing hybrids with bonds, credit and active income strategies
– How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios
– Final thoughts on risk, private credit, and doing your research
~~ Episode Resources ~~
– PIMCO hybrid analysis
– Libby Cantrill
– Visit TermPlus to learn more
– Learn more about PIMCO
~~ Rask Resources ~~
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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