Morningstar Transition Offer — Live 16 March 2026

Your credit research, restored.

Morningstar ceased distributing ASX income research on 31 January 2026. The independent credit analysis you relied on was always produced by BondAdviser — and it's still here. Now with expanded alternative credit coverage.

Independent Research, Ratings & Analytics
50+
ASX-listed securities covered
15+
Alternative credit funds under analysis
15yr
Track record in credit research
383
Advice groups transitioning direct
Independent methodology
SOA & compliance defensible
ASX-listed & alternative credit
Trusted by institutional clients

The research hasn't gone anywhere.
The distributor has.

Morningstar distributed BondAdviser's independent credit research to advisers. When they exited, the analysis you relied on didn't disappear — just the pathway to access it.

What changed

Morningstar ceased distributing ASX income research as of 31 January 2026, citing a strategic pivot toward ETF coverage. Advisers who accessed credit ratings, analysis, and risk commentary through Morningstar lost that workflow overnight.

What hasn't changed

BondAdviser's independent credit research continues — the same methodology, the same analyst team, the same rigorous framework. Now accessed directly, without an intermediary. Plus expanded coverage into alternative credit funds.

Demand has shifted, not declined

Bank hybrids are rolling off. Alternative credit is absorbing that demand. Independent research is more important now than ever.

Bank hybrid issuance rolling off

Traditional products are disappearing as regulatory changes restrict retail access

Investor demand for yield unchanged

The money hasn't gone away — clients still need income-generating assets

Alternative credit structures absorbing demand

New structures — SPVs, ABS, warehousing, managed funds — are replacing old ones. Less familiar, harder to compare.

Independent research more critical

Risks aren't obvious from issuer marketing — specialist analysis fills the gap

Why Morningstar's exit widens the gap

Morningstar cited declining usage. What's actually happening is a structural shift: as bank hybrids roll off, alternative credit structures are emerging as the replacement — funds using SPVs, asset-backed securities, warehouse facilities, and other non-traditional lending structures. These are less familiar, harder to compare, and the risks aren't obvious from issuer marketing alone.

Morningstar's pivot to ETF coverage leaves this gap wide open. BondAdviser is the only independent provider that spans both ASX-listed credit securities and the alternative credit funds replacing them.

BondAdviser's independence model: Whether research is investor-funded or issuer-sponsored, our ratings are produced using the same disciplined, purpose-built methodology — ensuring integrity regardless of funding source. Advisers can reference our research in SOAs and compliance files with confidence.

$35.9 billion in transition

29 ASX-listed AT1 hybrids are scheduled for call between now and 2032. Alternative credit structures are absorbing that capital. The private debt market alone has reached A$224B in AUM, while Australian securitisation assets exceed A$205B — and both are growing.

$35.9B
AT1 hybrids outstanding across 29 securities
$4.6B
Calling in 2026 (NABPF, CBAPJ, MQGPD, MBLPC)
A$224B
Australian private debt market AUM (2025)
A$205.1B
Australian securitisation assets outstanding (Sep 2025)

Hybrids winding down

2026
$35.9B → $31.3B after $4.6B called
2027
$24.0B remaining (-$7.2B)
2028
$18.2B (-$5.8B)
2029
$10.6B
2032
$0 - APRA phase-out complete

Alternative credit absorbing demand

2024
A$80.3B public securitisation issuance
2025
A$224B private debt AUM (+9% YoY)
Sep 2025
A$205.1B securitisation assets outstanding
Mix
A$132B corporate/business + A$92B CRE lending
ABS
A$16.21B ABS issuance in 2024 (+18% YoY)

Sources: BondAdviser AT1 hybrid database (29 securities, issue-size weighted call schedule), APRA December 2024 AT1 phase-out announcement, Alvarez & Marsal Australian Private Debt Market Review 2025 (November 2025, A$224B private debt AUM; A$132B corporate/business lending; A$92B CRE lending), Australian Bureau of Statistics Assets & Liabilities of Australian Securitisers (September 2025, A$205.1B outstanding), RBC Capital Markets Securitisation Monthly (December 2024, A$80.3B public issuance; A$16.21B ABS issuance). Figures are sourced as cited and may vary with subsequent updates.

Four pillars of fixed income research

BondAdviser spans the full lifecycle of credit analysis — from raw data through to investable solutions.

Data

Structured, independent fixed income and alternative credit intelligence

Research & Ratings

Clear, unbiased analysis turning data into actionable insights

Explore our rating framework

Solutions

Investable, research-driven fixed income strategies

Access

Compliant digital pathways for investors, advisers, and issuers

ASX-Listed Credit Securities

  • Corporate bonds
  • Bank hybrids & capital notes
  • Exchange-traded debt securities
  • Listed investment companies (debt-focused)
  • Listed notes
  • Other listed fixed income instruments

Alternative Credit & Emerging Structures

  • Alternative credit funds (SPVs, ABS, warehousing)
  • Direct lending & structured credit strategies
  • Hybrid replacement structures
  • Risk ratings & comparative analytics
  • Compliance-ready documentation
  • SOA-defensible research rationale
Download: AIF Research Methodology (PDF)

Adviser webinar series

Join Nicholas Yaxley, Managing Director, for exclusive market briefings covering the hybrid transition, alternative credit landscape, and how to use BondAdviser in practice.

Webinar 1

What Replaces Hybrids in Client Portfolios

A deep dive into the structural shift from bank hybrids to alternative credit, and what it means for adviser portfolios and compliance frameworks.

31 March 2026 @ 11am
35 minutes (20 min content + 10 min platform + 5 min Q&A)
Presented by Nicholas Yaxley, Managing Director
Agenda
20 min The hybrid-to-alternative-credit transition — what's happening, why, and how it affects client portfolios
10 min Live platform walkthrough — navigating research, ratings, and analytics
5 min Q&A with Nicholas
Register for Webinar 1
Webinar 2

BondAdviser in Practice

See how advisers are using BondAdviser day-to-day — from building compliant SOAs to evaluating new alternative credit offerings for client portfolios.

Date TBC
30 minutes (15 min use cases + 10 min Q&A + 5 min close)
Presented by Nicholas Yaxley, Managing Director
Agenda
15 min Real-world use cases — how advisers use BondAdviser for research, compliance, and client conversations
10 min Open Q&A — bring your questions
5 min How to get started and next steps
Register for Webinar 2

What to expect over the coming weeks

A structured programme designed to help you evaluate BondAdviser at your own pace — from trial access through to subscription.

Week 1 — 18 March

Restoration

Your coverage is back, from the source. We reach out to introduce BondAdviser as the original provider behind Morningstar's ASX income research.

Week 2 — 25 March

Education + Webinar 1

What replaces hybrids and why independent research matters more now than ever. Join our first live market briefing.

Webinar
Week 3 — 1 April

Trust & Proof

Why BondAdviser research is defensible — our independence model, methodology rigour, and how advisers use it for compliance.

Week 4 — 8 April

Conversion + Webinar 2

Lock in your subscription at cohort pricing. See BondAdviser in practice during our second webinar — real use cases, real workflows.

Webinar
Weeks 5–16 — Mid-April to June

Follow-up & Conversion

Personalised follow-up, trial support, and invoicing. Our team is available for one-on-one walkthroughs tailored to your practice.

30 June 2026

Cohort Pricing Deadline

Transition pricing is available exclusively until 30 June 2026 for advice groups that accessed BondAdviser research through Morningstar.

Deadline

Three reasons to transition direct

The research you used hasn't changed. The way you access it has improved.

01

Same Research, Direct Access

BondAdviser was the underlying provider behind Morningstar's ASX income coverage. The methodology, analyst team, and rigour are unchanged — you're now accessing the source directly.

02

Beyond Hybrids

As bank hybrid issuance declines, alternative credit funds are emerging as the replacement. BondAdviser covers both — from direct lending through to SPVs, ABS, and structured credit vehicles — spanning the transition that other providers have walked away from.

AIF methodology (PDF)
03

Compliance Confidence

Reference our research in SOAs and compliance files. When clients ask "why this security?" and compliance reviews your files, BondAdviser analysis provides a documented, defensible rationale.

See the risk assessment framework

Transition pricing for Morningstar users

Exclusive rates available until 30 June 2026 for advice groups transitioning from Morningstar's ASX income coverage.

Small

Solo Adviser

$2,200
per year inc. GST (1 seat)
  • Full ASX income credit coverage
  • Alternative credit fund research
  • Ratings, analysis & risk commentary
  • Platform access & alerts
Register Interest
Enterprise

Dealer Group

Custom
6+ seats — tailored pricing
  • Everything in Practice, plus:
  • Unlimited adviser seats
  • Dedicated account management
  • Custom integration options
Request a Call

Cohort pricing is available exclusively for advice groups that previously accessed BondAdviser research through Morningstar. Offer valid until 30 June 2026.

Register your interest

Submit your details and a member of our team will be in touch to set up your trial access and walk you through the platform.

  • Immediate trial access Full platform access to explore coverage, ratings, and research
  • Personal walkthrough We'll tailor a guided tour to the securities you cover most
  • Cohort pricing locked in Register before 30 June 2026 to access transition rates
  • Webinar invitations Get access to our adviser-exclusive market briefings with Nicholas Yaxley

Register your interest

We'll be in touch within one business day.

BondAdviser research is general information only and does not constitute personal financial advice. It does not take into account your objectives, financial situation, or needs. By registering, you consent to being contacted by BondAdviser regarding our research services.

Thank you for registering

A member of our team will be in touch within one business day to set up your trial access and discuss how BondAdviser can support your practice. If you selected a webinar, we'll send your invitation separately.