Trade opportunities
The month of June has seen an overall consolidation in bond markets. Yields have broadly been stable, with US and Australian 10-year government yields unchanged for the month.
General
Asmita Kulkarni CFA, FIIG's Director of Investment Strategy speaks to the Financial Standard about how Australian investor portfolios compare to the rest of the world and the factors that influence this.
Education (basics)
Investing direct, through exchange traded funds (ETFs) or managed funds? We outline the key considerations to help you decide how to invest in bonds
General
The federal government needs to match the tax concessions offered to retail investors through franking credits if it is to encourage Australians to invest in corporate bonds.
Commentary
We have seen a turnaround in benchmarks where it can be concluded it is becoming cheaper and more possible for issuers to issue.
Trade opportunities
The recent risk market rally reflects hope for a sharp recovery as economies slowly reopen. However, bond markets are once again diverging from equities and predicting a different future. Call me biased but my bet is on bonds. Bond markets are seldom incorrect in the long run. For now investment grade credit is best placed to navigate risks without foregoing too much return.
General
New issues update
Trade opportunities
1H20 results: solid, bar a few 'own goals'
Trade opportunities
A re-introduction to our sample bond portfolios. These are designed to offer an optimal mix of diversification, whilst still providing the best balance between risk and return.
Commentary
Apart from the big end of town, households are hoarding cash with ADIs of all sizes, but largely the major banks, showing a large spike in cash on deposit.
General
Portfolio Construction webinar
Education (basics)
Asmita Kulkarni discusses why inflation linked securities should be in every fixed income portfolio. These securities protect investors against inflationary pressures while maintaining a steadily growing income flow.
General
动乱创造机遇， 新的机遇又有哪些？
Trade opportunities
In a time of financial market dislocation, the remediation initiatives of the RBA and AOFM has a trickle down effect to benefit the whole of credit markets.
General
View our recent webinar where we update clients on trading conditions and credit quality of individual issuers in light of the current financial market uncertainty and volatility