Education Archives

Education

Three Key Fixed Income Risks You Need To Know About

Elizabeth Moran

Most investments have risks and before you invest it’s best to know and understand how the risks could impact your investment. Fixed income investments can...

Education

Interpreting Credit Ratings – What Do They Mean For Fixed Income?

Elizabeth Moran

Credit ratings are important indicators of risk and return in fixed income markets. They give investors an indication of the perceived future risk they are...

Education

Three Different Types of Bonds And How They Work In Different Economic Climates

Elizabeth Moran

Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...

Hybrids

Capital Notes – Advantages and Disadvantages

Elizabeth Moran

Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...

Education

Capital Notes – What Are They and Should You Invest?

Brenton Gibbs

The Australian bank capital note market has long been favored by income investors and is worth around $30 billion. Recent issues mean it's worth...

Education

Popular Belief 1 – Fixed Income Does Poorly When Rates Are Rising

Contributing Author

Verdict US Treasuries (UST) and US Investment Grade often generate flat to negative performance in periods of rising yields. But a number of fixed...

Hybrids

AMP Hybrid Helps Explain Technical Terms and Returns

Elizabeth Moran

This month AMP issued a new hybrid. AMP planned to raise $200m via an issue of Capital Notes 2 (ASX code: AMPPB) securities, which...

Education

Popular Belief 2 – Investment Grade Beats High Yield in Recessions

Contributing Author

Verdict A risk-off stance in fixed income is broadly beneficial during recessions, minimising exposure to defaults. However, High Yield performance is not far behind Investment...

Education

Earn Income Three Ways – Fixed, Floating or Inflation Linked Bonds

Elizabeth Moran

Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...

Government Bonds

Government Bond Basics

Elizabeth Moran

The Australian Commonwealth government along with the states and territories issue bonds to help pay for goods and services they provide. Globally, other sovereigns...