Research Articles

AusNet: Stable Regulated Utility Offering Attractive AUD Bond Yields Between 5.0% to 5.9%

In this article, we highlight an Australian utility that provides high-quality income.

Credit update: Unlocking 5.8% Opportunities from a Leading UK Bank – Lloyds

Aspial Lifestyle: A hidden gem in the SGD bond market

Strong earnings, resilient pawnbroking and attractive carry support Aspial’s 2029 notes, with further upside from Malaysia and secured lending.

Credit Update: All that glitters is gold - Muthoot shines with its 6+% short-medium tenor USD bonds.

We revisit the credit case for Muthoot Finance and provide an updated view on their outstanding USD bonds.

Australia 2H26 Bond Outlook: Waiting for the Wind to Shift

Sticky inflation and a cautious RBA favour a barbell strategy, combining short and longer-tenor AUD bonds from defensive issuers.

USD Bond 2H26 Outlook: Lock in Elevated Yields Amid Persistent Inflation and Flattening Curve

Sticky inflation and a hawkish Fed favour locking in elevated yields through 1–7-year USD bonds, with investment grade preferred over high yield.

Idea Of The Week: Ford Latest Results - Flatting Out on the Way of Recovery, Bond Yield over 5.9%!

This article reviews the latest performance, financial standing, and bond opportunities for Ford Group.

Malaysia Bond Market Outlook 2H26: Between a Barrel and a Ballot Box

Idea of the Week: CVS Health - Stable income from a healthcare name, with yields up to 6+%

Recession-resistant cash flows and a deleveraging balance sheet support decent yields up to 6+%.

Olam Group announces repurchase exercise for its 5.375% perpetuals

We recommend investors hold on to their 5.375% perpetuals until the next call date in January 2027. Investors should not participate in this exercise.