Michael Saba from the Evans and Partners Institution Desk joins David on the Morning Mail today. Mike is recognised as one of the Australia’s leading analysts in Hybrid Securities and Exchange Trade Options.
Mike provides an update of Hybrid Market performance during the period where the equity market has rallied, and outlines his view on interest rates and how fixed interest portfolio’s should be positioned.
We discuss the potential impact of changing Bank capital adequacy requirements on Bank Hybrids, and Mike outlines his preferred exposures in the sector.
