Trade opportunities

Trade opportunities

What the traders are trading

Two ideas this week – Michael Cooper and James Price from the Melbourne office argue explain why Hertz is a good option despite driverless cars and disruptive services and Ben Taylor shows why when the going gets tough, the tough invest in government bonds and other low risk options

Trade opportunities

Yield hungry? Have your cake and eat it

This year, credit spreads across the rating spectrum have continued to tighten significantly and spreads between rating bands have compressed. This is normal behaviour in a positive credit environment. However, given the lengthy credit cycle many investors are questioning whether now is the time to move towards a more defensive portfolio

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