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11 September 2024
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Floating rate notes have increased in popularity but are still a worthy addition to investor portfolios in a rising interest rate environment. One opportunity at current levels is in Ampol subordinated notes.
As interest rates rise, more investors are attracted to bonds for income. What is the probability of default on investment-grade and below credits that might take the shine off what look like attractive returns?
Higher distribution levels and potential returns have caused many investors to turn to hybrids for the fixed income portion of their portfolio. Now may be a time to reassess the relative risk-reward balance of the instrument.
As Sydney and Melbourne emerge from lockdown, there are some reopening trades in the Australian credit market which 'sophisticated' investors should consider as part of their fixed income portfolios.
The collapse of Virgin Australia not only hit shareholders, but their bond investors received between 9 and 13 cents in the $1. A widely-diversified portfolio can tolerate losses better than a concentrated one.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.
The current difficulties confronting housing policy partially stem from an explosion of mortgage debt. We've engineered a price for housing that will cause a severe problem for future generations – if it isn't addressed.
Transition to Retirement Income Streams have waned in popularity but that could change if the proposed extra tax on super balances above $3 million goes ahead. 60-65-year-olds who are still working could benefit most.
While separation of assets remains one of the most reported contraventions by SMSF auditors, the question is: does a declaration of trust satisfy the requirements of SMSF regulations? There isn't a simple answer.
Want to make better investing decisions? Do what the most skilled investors do and find a way to ignore the meaningless information you are bombarded with on a daily basis.
Political turmoil and new regulations have left Europe-listed small caps unloved and under-covered. Taking a 'friendly activist' approach to investing in those with global growth opportunities can reap dividends.
For decades, cyclically adjusted P/E ratios have been a common and widely accepted gauge of market valuation. But as the financial landscape continues to evolve, so too must our tools for understanding it.