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When Higher Interest Rates Create Opportunity

For much of the past two years, investors have been asking the same question: When will interest rates come down? This month, the conversation changed. On September 16, the U.S….

2020-01-31

Investing Mistakes 2019 Disproved

2019 dispelled three huge misconceptions about investing The Jamaican Stock Market is more attractive than the U.S. stock market Bonds...

2019-12-29

How to Identify a Bubble

How to identify a bubble? What is a bubble? Investopedia defines it as “a rapid escalation of asset prices followed...

2019-09-20

Familiar Name Not Familiar Risk

Familiar names offer a false sense of security Common investing mistake number 2: Familiar names are low risk. Just because...

2019-09-15

Common Investing Mistakes Right Now

Key Takeaways An overreliance on real estate is one of the most common investing mistakes in Jamaica. Comparing real estate...

2019-07-15

Hot in Here

IT’S GETTING HOT IN HERE It isn’t only temperatures around the world that are rising; bond prices are rising as...

2019-05-09

Myth of Real Estate Returns

Debunking the myths around real estate returns Over the next few weeks, we plan to discuss the 3 biggest mistakes...

2019-02-15

Your Jamaica Public Service (JPS) bond and you

JPS recently announced that it would call (i.e. “repurchase”) its 11% 2021 bond at a price of 101.83 from bondholders...

2019-02-01

2018 Market Recap Escape the Falling Knives

Asset prices declined: This past week, we observed a broad-based decline in asset prices – both bonds and stocks experienced...

2018-12-06

Your Savings in the Bank are Losing Money.

Your savings in the bank are losing money every day. Keeping your savings in cash is one of the fastest...

2018-06-10

Barbados- The Writing Was On The Wall

It was a little over a year ago on Sunday March 12, 2017 that a colleague of mine, Eugene Stanley,...

2018-05-03

Why Bonds are a Better Buy than Annuities

Retirement planning: Should I buy a bond or an annuity? How does one choose between an annuity and a bond...

2018-03-18

Bonds for the Equity Investor

Bonds for a betting man Have you ever placed a bet? You agree to pay a certain amount to your...

2018-02-19

Types of Mutual Funds

How Do Mutual Funds Work: An Introduction With gut wrenching volatility pervading global capital markets, investors are eager to find...

2018-01-02

An Introduction to Mutual Funds

Mutual Fund Basics Mutual funds have become an increasingly popular investment alternative for today’s investor because they offer a convenient...

2017-12-23

2017 Year in Review – The Data

US Economy: The Federal Reserve (Fed) raised interest rates 3 times in 2017, each time adding 25 basis points to...

2017-09-27

Sovereign vs. Corporate Bonds

A bond is a debt instrument whereby an entity can raise capital to finance their operations by attracting investors to...

2017-09-17

Relative Value: A Smarter Way to Compare US Investments

Key Takeaways Evaluating relative value helps investors see beyond headline yields and identify when higher returns truly justify higher risk...

2017-07-30

Debunking The Myths Of Premiums And Discounts: How Bond Prices Work

Debunking the myths of premiums and discounts: How Bond Prices Work Over my long 15-year career as an Investment Advisor,...

2017-03-12

Barbados – A classic case of a ‘falling angel”

A “fallen angel” in finance is a rated entity which once carried a high credit rating (investment grade) and displayed...

2017-03-11

Local vs International Bonds: Finding Balance in a Low-Interest World

Key Takeaways Understanding the risks and benefits of structured investments helps investors make informed decisions and protect their savings in...

2017-02-19

Comparing High Yield and Investment Grade Bonds

Key Takeaways Global bonds offer investors a reliable way to earn steady income while diversifying beyond the stock market. Understanding...

2016-07-06

Brexit –The Aftermath

June 23, 2016, will be forever etched in our memories as the day England chose to leave the European Union(EU)....

2016-05-29

Investment Calendar Effects and Myths

This week we will be examining some calendar effects and myths concerning investments. Many of them can be traced back...

2016-03-18

Junk Bonds May not be so Junky

When you hear the term “junk bonds” you might be inclined to think that they are worthless; but don’t let...

2011-10-03

Spotlight on Exchange traded funds

This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference on record. During their coverage...

2011-02-11

Exchange Traded Funds Article

Spotlight on Exchange traded funds This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference...

2010-02-19

Bonds – Understanding Yields And Returns

So, you are at the point where you are considering the purchase of some bonds. As an investor, one determinant...