Education (basics)
Simple explanations of how to invest in bonds in Australia with particular emphasis on the over-the-counter and ASX listed markets
Education (advanced)
High yield bonds provide high returns but can act more like the underlying equity. So, while the rewards can be impressive, the bonds need monitoring. It’s worth assessing when might be a good time to sell
Education (basics)
Last week, I reviewed the Top 10 tips for assessing a bond. This articles goes one step further and provides some tips on assessing the company that issues the bond
Education (basics)
There are a number of factors to consider when assessing a new bond investment – not just the return
Education (advanced)
Bonds are usually a very simple investment. In their most common form you lend your funds to a company or a government, and in return they pay you interest on set dates and return capital at maturity. But some bonds and hybrids have call dates which can add a level of complexity when quoting a yield
Education (basics)
Lately, I’ve been working on portfolio reviews for my clients, focussing on diversification. Throughout the year, there are always interesting opportunities however I think it’s important to regularly review your portfolio and to think about what you want to achieve. Are you looking for capital stability, higher returns or a bit of both?
Education (advanced)
This week, the big bank rate rigging case returns to court. Rate setting scandals have rocked global financial markets over the last few years. The setting of BBSW, one of the most important benchmark rates for Australian investors and borrowers, has been evolving to suit the times
Education (advanced)
Bonds come in all shapes and sizes. Floating rate notes largely remove interest rate risk and make great alternatives to deposits as interest is adjusted on a quarterly basis.
Education (advanced)
Credit ratings provide a useful comparison when comparing fixed income products, however, it is important to step past the simplistic final grading and understand what a credit rating actually means
Education (advanced)
We define some of the key residential mortgage backed securities terms which may help you understand the securities. Links to Part 1-3 RMBS notes are provided at the end of this note