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Understanding hybrid securities

Hybrid securities have become a popular choice among investors seeking income in the current low yield environment. But hybrids are not without risks. In this episode, we take you through many of the essentials that investors should understand about hybrids including their history, why banks issue them and how they work.
Gemma Dale | nabtrade
30 December 2017 03:37 PM
Created by potrace 1.15, written by Peter Selinger 2001-2017 27 min listen

Hybrid securities have become a popular choice among investors seeking income in the current low yield environment. But hybrids are not without risks. In this episode, we take you through many of the essentials that investors should understand about hybrids including their history, why banks issue them and how they work.

 

In Understanding hybrid securities, Gemma Dale interviews NAB’s fixed income guru Mark Todd about:

  • the role hybrid securities play in Australia’s banks and financial system
  • understanding the components of return of hybrids and how they work
  • risks and other considerations before investing in hybrids, and
  • how hybrids can be incorporated as part of a diversified portfolio.

 

The information provided in this podcast is intended to be of a general nature only. Any advice has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686) (NAB) recommends you consider whether it is appropriate for your objectives, financial situation and needs. NAB recommends that you seek independent advice before acting on any of this information. NAB is not a registered tax agent and any taxation information contained on this website is of a general nature. The tax consequences of investing will depend on your particular circumstances and we recommend that you seek professional tax advice before applying for a financial product. The information in this podcast is not a substitute for reading the relevant terms and conditions and Product Disclosure Statement (PDS) before making any decisions available via our website at www.nab.com.au

©National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 89526A0514.

Hybrids Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.