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Global Bond Investment Strategy Guide

Key Takeaways: Global bonds can provide Jamaican investors with USD income and diversification. Higher bond yields in 2026 create stronger opportunities for fixed-income investors. Bonds generate returns through regular coupon…

2024-10-28

How to replace your NROCC income

On November 10th, 2024, investors will receive the balance of their principal investments in the NROCC 9.375% 2024 bond. Today...

2024-10-21

Changing Gears: No bonds, now what?

When the interest rate environment changes, investors face unique challenges, especially when it comes to replacing a maturing bond. For...

2024-10-14

Finding a Home for Your Funds

We are now officially in the last quarter of the year, and some would say time flies when you are...

2024-10-07

NROCC Principal repayment: 2023 vs 2024 market dynamics

As the landscape of fixed-income investments continues to change, the upcoming maturity of NROCC (National Road Operation and Construction Company...

2024-09-30

The Fed Delivers Supersized Rate Cut: What’s Next for the Economy, Financial Markets, and Investors?

In a decisive move aimed at preserving economic expansion, the U.S. Federal Reserve (Fed) recently cut its policy rate by...

2024-09-23

” When Life Changes, Money Changes- Marriage and Parenthood”

When life changes, money inevitably changes too. Major life events often prompt reevaluating financial priorities, strategies, and habits. Understanding the...

2024-09-16

Mastering the Market Maze

The era of elevated bond yields and attractive fixed-income returns is receding, ushering in a new phase where the dynamics...

2024-09-09

The Power of Even 1%: How Small Differences in Investment Returns Can Have Big Impacts

When it comes to investing, it’s easy to overlook the impact that small differences in returns can have on your...

2024-09-02

What global currency movements mean for your consumption and investment decisions:

According to the IMF’s Article 4 published in March 2024, the Jamaican dollar has appreciated against the US dollar in...

2024-08-26

Is Cash Still King?

Federal Reserve officials continue to give signals that they will be moving to rate cuts soon, possibly in September. The...

2024-08-19

Are you prepared?

In the ever-changing landscape of the financial market, investors are often faced with the challenge of navigating through the complexities...

2024-08-12

Fed Rate Cuts Are Imminent: Implications for Bond Investors

As the Federal Reserve moves closer to initiating a rate-cutting cycle, bond investors are reassessing their strategies. The Fed’s decision...

2024-08-05

One one ‘CoCo’ full basket: Why Contingent Convertible Bonds Deserve a Spot in Your Portfolio.

Key Takeaways CoCo bonds (contingent convertible bonds) typically offer higher yields than traditional bonds, making them attractive to income-focused investors....

2024-07-29

Navigating a Varied Terrain

In the dynamic realm of global finance, where change is the only constant and complexity reigns, the investment landscape is...

2024-07-22

Where and how to lock in your returns

Pros and Cons of higher interest rates: The past two years of high interest rates have had negative implications for many...

2024-07-08

Weathering Market Turbulence with Bonds

Just as hurricane season acts as a reminder of the need to protect our homes from turbulent weather, each year...

2024-07-01

The pitfalls of FOMO

Fear of Missing Out commonly called FOMO is a slang term generally used to describe the emotion and distress persons...

2024-06-24

Fewer rate cuts, more opportunities

In last week’s article, Eugene spoke about the Federal Reserve’s recent decision to maintain its benchmark interest rate and reduce...

2024-06-17

The Path to Policy Normalization in the U.S. Remains Uncertain

In the wake of the Federal Reserve’s recent decision to maintain its benchmark interest rate at a two-decade high of...

2024-06-10

Invest in local currency and earn foreign currency

Invest in local currency and earn foreign currency? What sorcery is this?! Investing in assets that pay interest in a...

2024-06-03

Seize the Moment: Capitalize on Higher Interest Rates Now

The “Higher interest rates for longer” phenomenon in the US has created a brief window of opportunity for investors to...

2024-05-27

Common Investment Biases: How to Recognize and Overcome Them

As individuals, we all have certain biases and beliefs. They stem from different sources and profoundly impact how we think...

2024-05-20

Perfect prices and timing

In the dynamic world of investing, arming yourself with current and factual information is key. Investors sometimes fall in the...

2024-05-13

What to Expect When a Bond Defaults

Key Takeaways: A bond default does not always mean total loss; recovery is often possible through restructuring or assets. Most...

2024-05-06

Is 2024 Still the Year for Fed Rate Cuts, and What’s the Implication for Bond Investors?

As the global economic landscape continues to evolve, investors are closely scrutinizing the trajectory of U.S. Federal Reserve (Fed) policy...

2024-04-29

Mastering the 5 W’s of Investing

In the world of investing, understanding the fundamental principles behind the “5 W’s” can serve as a compass, guiding both...

2024-04-22

Your Pension is not enough!

Each month, thousands of Jamaicans contribute 5%, 10% and as much as 20% of their monthly salary to a pension...