An Introduction to Bonds

June 2020 Content provided by OTG Capital https://vimeo.com/430196240/69c8f40b5f Presented by: Ray Trevisan, Director and Fund Manager, OTG CapitalDuration: 18 Minutes Disclaimer The views, comments and opinions aired during this presentation should not be construed or viewed as financial advice. Any commentary is General Advice only and does not take into account your objectives, financial situation…

Six tips in assessing a bond’s security

November 2019 Why is security important? I’m often surprised how many investors take no notice of what is securing their money (aka collateral), when they happily lend it out to any Tom, Dick or Mary investment fund in the form of a Bond, term deposit or fixed income stream. For me, security is insurance, and…

Income and high yield investment trusts

October 2019 Join Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank as they discuss the how high yield investment trusts may form part of an SMSF investment portfolio. Presented by: Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank. Facilitated by: Lauren Ryan, Business Development Manager…

An Introduction to Bonds

October 2019 Cash or shares – Shares or cash Why are these the only 2 asset classes I seem to hear about in my travels and discussions with investors of all persuasions?  There are actually 5 asset classes: Cash – liquid and powerful to buy anything immediately. Equity – owning part of a business (aka…

Fixed income and term deposits – a snapshot in time

May 2019 If you’re keeping your money in the bank, you are going backwards financially. Unless you have committed say $100,000 to a term deposit over a three year period, for instance, you will be looking at an annual interest rate of around 1.5 per cent at the time when the value of your money…