Education (advanced)
A note written for intermediaries and financial advisors, published in Money Management 26 March 2018
Education (basics)
Seven considerations to help you decide how to invest in bonds
Education (advanced)
APRA's latest revision targets higher risk lending and outlines a simpler capital framework for small authorised deposit taking institutions. This note details the key proposed changes
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