Education (basics)

Education (basics)

A simple guide to bond terms and returns

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)

Review your own portfolio in five easy steps

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?

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