Treasury Select Committee report on National Wealth Fund and our impact report

𝗪𝗲𝗮𝘁𝗵𝗲𝗿𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝘆𝗰𝗹𝗶𝗰𝗮𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗱𝗲𝗯𝘁. #Infrastructure debt has been established as an #asset class for some time and is considered an alternative investment offering stable cash flows and often lower correlation with traditional markets. How has the asset class evolved, what role can it play in #investors’ portfolios and what is its outlook? Financial Investigator spoke with Schroders Capital’s expert, Emaad Sami: https://okt.to/T46ahQ

Weeks after the President signaled plans to establish a Sovereign Wealth Fund alongside a dedicated Infrastructure Fund, the Draft Sovereign Wealth Fund Bill 2025 has now been released for public review. Key elements emerging from the draft include: • A three-pillar structure focused on fiscal stabilization, strategic infrastructure investment, and long-term intergenerational savings. • Broadened funding channels that incorporate proceeds from government divestment in extractive assets, reflecting a shift toward optimized resource monetization. • A refined Holding Account framework requiring consultation with the Central Bank to enhance oversight on currency and reserve management. • Removal of rigid allocation floors from earlier proposals, providing more flexibility for policymakers to align investment flows with evolving national priorities. This draft signals a proactive approach toward strengthening financial resilience, supporting growth-enabling projects, and building a foundation for future prosperity. Stakeholder input will be crucial in shaping how this framework advances investment governance and long-horizon capital planning. #SovereignWealthFund #DraftBill2025 #FiscalStrategy #InvestmentGovernance #EconomicResilience #InfrastructureFinance

Australia's bond market lures global investors - CommBank: These include increased state issuance to fund infrastructure, the Reserve Bank of Australia's retreat from quantitative easing strategy, and a softer ...

Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed strategy focused on a wider opportunity set may achieve better risk-adjusted returns. Phil Strano Yarra Capital Management https://lnkd.in/gg-ed8_G

Green Bond Handbook: A Step by step Guide to Issuing a Green Bond. A Green Bond is a debt instrument in which the proceeds are committed to be used exclusively to finance or refinance eligible green projects, whether new or existing. The issuance follows the Green Bond Principles (GBPs) of ICMA, which are built around four core components: Use of Proceeds, Project Evaluation and Selection, Management of Proceeds, and Reporting. Green Bonds can take several structural forms, including Green Revenue Bonds, Green Project Bonds, Green Securitised Bonds, and most commonly, the Standard Green Use of Proceeds (UoP) Bond. A UoP Bond is a standard debt obligation with full recourse to the issuer, meaning it shares the same financial characteristics—such as seniority, maturity, credit rating, and yield—as a conventional bond from the same issuer. The main difference lies in the commitment to use the proceeds exclusively for green purposes. It is important to note that failure to comply with environmental commitments does not constitute a legal default; the issuer’s repayment obligations remain as defined in the legal documentation of the bond. All such commitments are outlined in the Green Bond Framework (GBF), a foundational document that helps investors assess the project selection process, proceeds management, and anticipated environmental impacts.

Pacific, Australian Securities & Investments Commission: ASIC Releases Roadmap to Strengthen Australia's Capital Markets The Australian Securities & Investments Commission (ASIC) has unveiled a comprehensive roadmap aimed at enhancing the strength, efficiency, and global competitiveness of Australia's capital markets. The report, titled "Advancing Australia’s evolving capital markets: Discussion paper response" (REP 823), outlines strategies to unlock opportunities and address emerging risks in both public and private markets. It emphasizes the importance of embracing new capital flows and technologies, adapting to evolving investor needs, and facilitating business and growth capital. The roadmap incorporates findings from ASIC's recent surveillance of the private credit sector and insights from industry experts, including Dr. Carole Comerton-Forde and EY Parthenon. ASIC Chair Joe Longo highlighted the significant opportunities for Australia amidst global changes, emphasizing the need for strong market integrity and the sustainable growth of managed investment schemes and private markets. The report advocates for modernizing public markets, streamlining initial public offerings (IPOs), and enhancing disclosure requirements. It also calls for improved tools for supervising private markets, including better data collection and independent audits. ASIC plans to issue guidance on fund managers' legal obligations and engage with industry bodies to enhance standards. Commissioner Simone Constant underscored the systemic importance of superannuation trustees and the need for increased oversight of private markets to ensure compliance and avoid future disruptions. The roadmap sets a vision for a balanced and vibrant market environment, encouraging feedback and vigilance to maintain a healthy balance between opportunity and risk. Source: https://lnkd.in/ezmgDAqV

Thinking about adding fixed income to your investment portfolio? Our latest article, "Investing in Fixed Income Basics," breaks down bond funds and bond portfolios. Learn when and why to invest, the key differences between funds and individual bonds, and common risks to consider. Whether you're looking to reduce overall portfolio risk or generate a stable income stream, understanding fixed income is crucial for a diversified strategy. Read the full article and empower your investment decisions: https://bit.ly/3IXtApo #gofarther #wealthmanagement #financialadvisor #fixedincome

I generally advocate investing in individual bonds, rather than funds. There's a few reasons for this... 1) As long as you intend to hold the bond until maturity, it would be very rare for you to lose money. You might have temporary paper losses but you will get your principal back when the bond matures. In contrast, you can lose actual capital in a bond fund. 2) Allows you to customize your bond portfolio for your particular needs. For example, a lot of my clients now have been holding bonds for the short-term because they want to make sure they have dry powder available to invest if the market crashes. 3) Keeps fees low. For some reason many financial managers treat bonds like some kind of black magic that requires very special management, which then leads to very special fees. 4) Individual bonds used to be complicated, but they're quite easy to purchase now on most retail brokerage platforms like E-Trade and Schwab. If this seems like something you would like to explore, I can coach you through this. I'll help you set up your initial bond portfolio, but the goal is for me to teach you how to do it so that eventually you won't need me at all. Despite what they want to tell you, owning individual bonds is not rocket science. #FinancialFreedom #Financialindependence #Financialliteracy

We'd like to share our investment team's latest insights on the corporate bond market. This overview includes information on credit spreads from Randall Malcolm, CFA, our co-lead public fixed income portfolio manager, and SLC Management’s analysis of the annuity proxy. We also discuss a surge in corporate supply, weakening economic indicators and shifts in the Canadian yield curve.  https://lnkd.in/eXiGkAxf #corporatebonds

Canadian economic indicators continued to weaken in September, impacting the direction of the yield curve. Read more in this month’s Corporate Bond Watch. https://lnkd.in/etewqaQb