Education (basics)
Three case studies on fixed income investors
Education (advanced)
If you invest in bonds it’s important to understand where your custodian resides.
Education (basics)
FIIG has recently updated its requirements to certify as a wholesale professional investor. This note provides guidelines to help you work out which category you fit into
Education (basics)
With the recent volatility in equity markets, it is a timely reminder that investors should always have a plan that includes protection against unexpected future events. In this note we provide nine considerations for building a diversified, defensive bond portfolio
Education (basics)
A decade after the GFC, there is still an awareness of the volatility of markets and the need to diversify investments to hedge against it
Education (basics)
Reality #7 Hybrids have traditionally been part debt and part equity. Since 1 January 2013 under new Basel III regulation, bank hybrid issues have become much more like equity, and do not provide the same level of protection as bank bonds in a downturn
Education (basics)
Reality #6 Once bonds are issued they are traded in the secondary market. You can buy bonds that are close to maturity, say with one or two years to go. You don’t have to buy new issue bonds
Education (basics)
Reality #5. If you invest direct, you have control over which companies you invest in, when you buy and sell bonds that may influence tax, the benefit of knowing when interest will be paid to you and how much will be paid. You can also take advantage of the natural maturity of bonds to have capital returned to you.
Education (basics)
Find out how bonds performance compare to shares
Education (advanced)
The differences between hybrids and bonds