Client Profile:
Jamie Bond, a 50-year-old investor, is soon to receive the principal from his maturing NROCC bond, which had been his cornerstone investment over the past decade. Looking ahead, Jamie consults with his investment advisor to create a forward-thinking strategy that will preserve his capital, generate stable income, and maintain flexibility for future opportunities. Given his moderate risk tolerance, he is especially mindful of currency fluctuations and the broader economic shifts brought on by rising inflation and interest rates.
Through thoughtful planning with his advisor, Jamie has outlined a diversified reinvestment...
In the ever-changing landscape of the financial market, investors are often faced with the challenge of navigating through the complexities of various investment options. In last week’s article, Eugene mentioned the critical concept of bond duration, and noted that investors should pay keen attention to this when looking to build a solid portfolio. With the Federal Reserve signaling its intention to reduce interest rates, the concept of bond duration has become even more important for investors to grasp as it will help in making solid investment decisions to maximize yields and reduce risk.
But what exactly is bond duration and why does it...
On November 10th, 2024, investors will receive the balance of their principal investments in the NROCC 9.375% 2024 bond.
Today we will:
Oct 28, 2024
When the interest rate environment changes, investors face unique challenges, especially when it comes to replacing a maturing bond. For instance, many local investors hold the NROCC (National Road Operation and Construction Company Ltd.) 9.375% bond maturing in November. They received 50%...
Oct 21, 2024
We are now officially in the last quarter of the year, and some would say time flies when you are having fun. Although, many fixed income investors would probably beg to differ and say the last two years were not fun due to market volatility. How quickly we forget the opportunities the...
Oct 14, 2024
As the landscape of fixed-income investments continues to change, the upcoming maturity of NROCC (National Road Operation and Construction Company Ltd.) 9.375% bonds presents both opportunities and challenges for investors as they find themselves at a crossroads concerning their next steps...
Oct 07, 2024
In a decisive move aimed at preserving economic expansion, the U.S. Federal Reserve (Fed) recently cut its policy rate by a larger-than-expected 0.5% or 50 basis points (bps), bringing the federal funds target range down to 4.75%-5.0% from 5.25%-5.5%. This marks the first reduction in four...
Sep 30, 2024
When life changes, money inevitably changes too. Major life events often prompt reevaluating financial priorities, strategies, and habits. Understanding the intersection of life transitions and financial adjustments is crucial for maintaining financial health and achieving long-term goals...
Sep 23, 2024
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