Investing

Looking for certainty in your investments BUT confused by bonds?

  • 24.JAN.2019
  • Simon Riordan,  XTB

Investing in the age of uncertainty

Corporate bonds can provide stability and protect against equity roller-coasters.

Let’s face it, investing can be confusing. There’s lots of complex terms and acronyms to get your head around. Just as you became comfortable with shares and term deposits, corporate bond XTBs came along with a new set of terms and a slightly different way of doing things. Many investors feel even more confused, uncertain which way to turn.

You want to avoid additional risk in your portfolio, but you also want to make your money work as hard as possible. This is where corporate bonds could help.

Do you have any general questions on bonds, such as:

  • I’ve heard bonds are simply IOUs – but what does this actually mean?
  • Bond prices and yields move in opposite directions – but what does this mean if I invest?
  • Aren’t rates about to go up, so I should avoid bonds?
  • I don’t know how to gain exposure to bonds?

 

If any of these questions resonate with you, or there’s anything else about the bond market that you’re confused about, we’d love to help. We can clear up any terms or acronyms you’re unsure about, or point you in the right direction if you simply want to know where to start learning about bonds.

One on one, we can take you through the mechanics of bonds and explain how we’ve seen financial advisers incorporate them into their client’s portfolios.

Schedule your complimentary call

XTB Relationship Manager Simon Riordan is available for a complimentary, no obligation phone call. He will be able to help you get a better understanding of corporate bonds and how they can be used in your portfolio. In these increasingly uncertain times understanding how fixed income can help protect your portfolio could be one New Year’s resolution that is worth exploring. Any advice provided is general in nature and does not take into account any person’s specific circumstances.

Arrange your call today: Simply email Simon and he’ll be in touch to arrange a convenient time. It’s free of charge and no question is too small to ask – there’s nothing to lose.

Already invested in XTBs? 

If you have already invested in XTBs, we’re still here to help answer your questions. For example:

  • You’re not sure how your XTB has performed since you invested, or
  • You’re approaching maturity and unsure of what happens next.

 

Perhaps you’ve invested in another type of fixed income such as a Term Deposit or a Bond ETF and you’re wondering how an XTB could complement them? A quick call with Simon may help you to understand how these investments could work together.

Disclaimer
The information in this article is general in nature. It should not be the sole source of information. It does not take into account the investment objectives or circumstances of any particular investor. You should consider, with or without advice from a professional adviser, whether an investment is appropriate to your circumstances. Australian Corporate Bond Company Limited is the Securities Manager of XTBs and will earn fees in connection with an investment in XTBs.

Events

  • 19Apr 2019

    YTMF16: Westpac Bank BBSW + 0.81% 27 OCT 2022

    This is the coupon date

  • 19Apr 2019

    YTMTL2: Telstra 4.00% 19 APR 2027

    This is the coupon date

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