Each year S&P Global releases a global report that shows defaults as well as rating movements (upgrades and downgrades). This note provides valuable information for all investors but even more so for wholesale qualified clients who can access individual bond credit ratings. Yet again the report shows that investment grade securities are a statistically low risk way to invest.
A bond is a security that pays a known income (the coupon) for a given period of time (the term) and repays the face value of the security at maturity.
Last month our resident SMSF expert, Tony Negline held a webinar about running an SMSF in 2019. There were a few questions we didn’t get to, so we thought we’d publish a note answering them, as well as a few of the most common questions from a long list
How you invest in bonds depends on your preferences, just like investing in shares. We discuss the advantages and disadvantages of investing directly through FIIG or indirectly through exchange trade funds or via managed funds.
We discuss bank hybrids, in particular the conversion of TELYS4 from hybrids to shares or part redeem for cash and what it means for the wider market.
Investing in a DirectBond portfolio through FIIG means you will have control over what you invest in, when you buy and sell, access to daily pricing and market leading reporting. This note suggests a beginner’s portfolio that can be scaled up or down and meets my suggested 70% investment grade, 30% high yield allocation
We discuss this year's Russell ASX long term investing report. Investing, as opposed to trading should focus on long term objectives. How do your investments compare to the averages and should you reconsider your asset allocations?
Your portfolio allocation needs to change as you age. The defensive qualities of corporate bonds, suit SMSFs looking for reliable income streams and capital preservation. If you're holding too much cash to protect your portfolio, you need to read this note.
We demonstrate the impact of Labor's proposed franking credit changes and why subordinated bonds become relatively much more attractive.
Bank shares have been a favourite long term investment for reasonably consistent income. But it's time to consider the real income providers - corporate bonds, some of which earn equity like returns of six per cent per annum plus