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)
Understanding the terms and the return of fixed income securities or interest rate securities as they are frequently named can be confusing. This article provides a guide that should help you to understand some of the different features of the investments and how to interpret the returns quoted, and includes a list of key definitions
Education (basics)
Property investors know and respect the mantra; location, location, location. In bond and fixed income markets, the equivalent of location is capital structure, which determines who gets paid out first in the event of a company wind-up
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