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Insights

Living with a Maturity Ladder Portfolio

  • 19.AUG.2019
  • Michael Rockliff, XTB

Maturity Ladder bond portfolios over time The XTB Maturity Ladder portfolio has one XTB maturing each year. It is very popular among advisers and for good reason as it: Delivers all the benefits of owning XTBs directly Provides a regular and reliable cash flow It is a buy and hold…

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Insights

Living with a Maturity Ladder Portfolio

Maturity Ladder bond portfolios over time The XTB Maturity Ladder portfolio has one XTB maturing each year. It is very popular among advisers and for good reason as it: Delivers…

  • Michael Rockliff
  • XTB
Insights

Where do we go from here?

The first six months of the year was an investor’s dream. To 30 June 2019, performance including dividends across the indices was stellar: ASX 200 Accumulation Index: up 19.73% S&P…

  • Michael Rockliff
  • XTB
Analysis

Trading Desk update: July 2019

Keep up to date with the latest market data from our Trading Desk. XTB Total Returns: Analysis of $10,000 investment Source: Australian Corporate Bond Company   Interest Rate Futures 30…

  • Mark Crowhurst
  • Challis Investment Partners
Insights

Here’s what young Australians need to know about bonds

Corporate bonds might not get as much media attention as shares, but it’s important for young investors to understand what they are and how they can benefit a portfolio. There…

  • Alison Banney
  • finder.com.au
Insights

Don't stick your head in the sand ...

... Rates are likely to fall further. Lock in 2.4% p.a. with Vicinity XTBs If you could lock in a 3.2% yield to maturity with exposure to a fixed rate…

  • Simon Riordan
  • XTB
Analysis

Trading Desk update: June 2019

Keep up to date with the latest market data from our Trading Desk. XTB Total Returns: Analysis of $10,000 investment Source: Australian Corporate Bond Company Interest Rate Futures 31 MAY…

  • Mark Crowhurst
  • Challis Investment Partners
Insights

Why you should loan, not just own

When constructing a portfolio investors should 'loan' and not just 'own' assets. When we consider investing, we often think about buying assets to own. For example, property investment often involves…

  • Alison Banney
  • Finder.com.au
Insights

Australia – The Global Outlier for Asset Allocation

This article was first published in ASX Investor Update: View here What are bonds? Bonds have similar characteristics to interest-only loans, but with a role reversal between the ‘banker’ and…

  • Richard Murphy
  • XTB
Education

Demystifying fixed-rate bond measures

Yield to maturity, current yield and coupon rate explained Each of these terms that describe aspects of bonds is expressed as a percentage, so it can get confusing for investors…

  • Richard Murphy
  • XTB
Analysis

Bond Market: The month that was May 2019

Bonds continue to rally supported by RBA expectations and global growth concerns. Australian bonds produced another impressive monthly performance (lower yields and higher prices). This was despite there being no…

  • Ian Martin
  • XTB
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