Money Talk Xtra: Tariq explains convertible bonds on RTHK Radio 3

Posted Leave a commentPosted in News

Tune in Saturday, Feb 17th at 8:30am to RTHK Money Talk Xtra, where Peter Lewis and I explain convertible bonds and how every day investors can understand and decide whether to invest in them.

Asset Allocation Returns: Conservative, Moderate, and Aggressive, 2007-2017

Posted Leave a commentPosted in Investing

Asset allocation is and should be one of the first decisions made in planning an overall investment portfolio.  Some investors do their asset allocation accidentally, by only investing in one or two asset classes they know or are sold, or as the result of buying different individual investments one by one with no overall plan.  […]

China International Bond Investor Forum 2017 Notes

Posted Leave a commentPosted in Events

I attended the China International Bond Investor Forum on October 26th, 2017 in Tsuen Wan, Hong Kong, and despite its remote location, was suprised it was so lightly attended (maybe 50 total, with over half the seats empty) given the size and importance of the Chinese bond market.  The main takeaways include: The China bond […]

Tariq Dennison teaches 1-day repo workshop to professional bond traders in Manila, Philippines on October 24th, 2017

Posted Leave a commentPosted in Education, Events

On October 24th, 2017, GFM’s Tariq Dennison presented an intensive 1-day repo workshop to over 60 professional bond traders in Manila, Philippines, with the goal of developing an active and liquid repo market for local Philippine peso bonds. “Repo” is short for “sale and repurchase agreement”, and is the main way banks and funds finance […]

Mobile-only bond offerings should become bigger and broader than Kenya's #MPesa #FinTech

Posted Leave a commentPosted in Web finds

I wasn’t too surprised to hear Kenya recently offered KES 150 million (US$1.5 mio) in government bonds exclusively through mobile phones.   These bonds are supposed to pay 10% interest tax free (vs 14% on their benchmark institutional 10 year bonds) and be available in denominations as low as KES 3,000 (US$30), and this is hopefully […]

A 63-year chart of US Interest Rates and the 35-year old bond bull market

Posted Leave a commentPosted in Books, Education, Investing

I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“.  Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do.  Siegel’s […]