General
New issues update
Education (advanced)
Credit ratings are an indication of perceived risk. Each year Standard and Poor’s release a global report that shows defaults as well as rating movements (upgrades and downgrades)
General
New issues update
Trade opportunities
Moving lower down the capital structure of higher rated corporate issuers is one way to add higher returns to well diversified portfolios.
General
New issues update
Trade opportunities
For the first time in many people’s investing careers, inflation is becoming something to properly consider as an impact on portfolios. Along with this is the allied effects of rising rates, the main tool of central banks used to combat inflation.
Trade opportunities
Even though our most recent inflation number was a mere 3.5%, our bond yields have risen by 0.60-0.70% out to 10 years as domestically the market has clearly decided we will follow the US path.
General
New issues update
Education (basics)
One of our core recommendations at FIIG has been to hold a balanced portfolio of the three different coupon types – fixed rate, floating rate and inflation-linked.
Trade opportunities
Last year we announced changes to our product offering, where the minimum portfolio investment was lowered to just $50,000 for all clients, and we have materially expanded the list of bonds available to retail investors.
Education (basics)
We look at how creating a more diversified portfolio can help mitigate risk in your fixed income portfolio
General
New issues update
Trade opportunities
Last week FIIG was the sole lead arranger of a tap to the existing 6.00% November 2026 Notes issued by Zagga Investment Lending Trust 7 (“ZILT7”). Priced to yield 6.50% to the scheduled maturity in November 2025, they attracted strong interest from wholesale and institutional investors.
Trade opportunities
In short, there is a lot going on. One place to hide out with a positive real yield (i.e., greater than inflation) are these sample portfolios.
General
New issues update