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Jonathan Rochford

Are CLOs Going to Cause Another Financial Crisis?

June 20, 2020 by Jonathan Rochford

financial crisis

Are claims that CLOs will bring down American banks another “Big Short” or merely a beat-up?

Filed Under: Australia Tagged With: CLOs, Financial Crisis

The Winner Is… Busted Companies

June 13, 2020 by Jonathan Rochford

Busted Companies Win

Retail investors piling into shares of bankrupt companies is a sure sign this isn’t a typical stock market rally

Filed Under: Australia Tagged With: Bankruptcy

The Federal Government Tacitly Approves Conflicted Financial Advice

May 22, 2020 by Jonathan Rochford

Conflicted Advice

The decision to ban commissions on only some listed securities encourages dodgy advisors to provide suboptimal advice.

Filed Under: Government Tagged With: Commissions, LIC, Listed Investment Funds, LIT

Credit is Normalising, But…

May 16, 2020 by Jonathan Rochford

Credit Normalising

Credit markets are improving but three dark clouds on the horizon point to the possibility of worsening conditions ahead.

Filed Under: Credit Tagged With: Credit Securities, Quantative Easing

Home Loan Data Shows the Economic Cost of Lockdowns

May 9, 2020 by Jonathan Rochford

Home Load Pain

The lockdown has resulted in a surge in payment problems, with one in eight home loan borrowers now unable to keep up with their scheduled repayments.

Filed Under: Economics Tagged With: Arrears, Hardship Status, Home Loans

Hundreds of Thousands of Small Businesses are Near Death

May 2, 2020 by Jonathan Rochford

Small Business Failures, Sorry We Are Closed

The extraordinary number of small businesses that had problems paying their debts before this crisis began now have few options left.

Filed Under: Australia Tagged With: Businesses Near Death, Coronavirus, Small Business

Virgin is Another Disaster for Listed Note Buyers

April 21, 2020 by Jonathan Rochford

Virgin a Listed Note Lesson

Virgin’s downfall is another example of how the predominantly retail buyer base has long struggled to recognise the risks of hybrid securities.

Filed Under: Australia Tagged With: Disaster, Listed Note Buyers, Virgin Australia

Virgin is Better Off Going Through Insolvency

April 16, 2020 by Jonathan Rochford

Virgin Insolvency

Without going into insolvency soon, Virgin Australia risks going the way of Ansett and being sold off for scrap.

Filed Under: Australia Tagged With: Virgin Australia, Virgin Insolvency

A Chance to Reset in Debt

April 11, 2020 by Jonathan Rochford

A Chance To Reset In Debt

For those that seek out the illiquidity premium, this is a rare opportunity to increase your prospective return whilst decreasing the risk of long-term capital loss.

Filed Under: Debt Tagged With: Reset Debt

A Green Light for Corporate Theft

March 28, 2020 by Jonathan Rochford

Green Light for Corporate Theft

The changes to insolvency protections will allow the weakest business to accrue liabilities and inflict greater losses on their employees and suppliers.

Filed Under: Government Tagged With: Insolvency Protections

Central Banks Spawned this Crisis

March 21, 2020 by Jonathan Rochford

Central Banks Spawned This Crisis

From 2012-2019 central banks should have been unwinding stimulus, but instead they increased it and created a bubble in financial markets and the economy.

Filed Under: Banks Tagged With: Central Banks, Crisis

More Write-downs and Forced Sales are Likely

March 14, 2020 by Jonathan Rochford

Writedowns & Forced Sales

As asset valuations are gradually updated, more forced sales and fund lock-ups are likely.

Filed Under: Economics Tagged With: Forced Sales, Write-downs

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