General
New issues update
General
New issues update
There are a handful of existing bonds in the Over-the-Counter (OTC) market that have franking credits attached to the coupon payments. In this article we discuss how the coupon distributions are typically paid on these fixed income instruments.
General
New issues update
In the final article of the series, we round out the rest of the risks we typically consider, being which includes liquidity and foreign exchange (FX), as well as look at how to appropriately size the various positions of each bond within the portfolio.
General
New issues update
In this second article of the series we will delve into the two main risks faced by bond investors – the risk of not being paid back – or credit risk – and the risk of the market price of your bond investment moving due to a change in the interest rate or yield of the bond – called interest rate risk.
Trade opportunities
We've updated our Sample Portfolios for the month.
We recently covered the basics of bonds in a multi part series. We now move on to a slightly more advanced look in more detail at the way we think about building portfolios here at FIIG, in terms of specific client targets and the way we manage and mitigate the various risks that apply to fixed income portfolios.
Trade opportunities
The current portfolio yields an indicative 5.02%* to the assumed maturity dates with an approximate $206k spend.
FIIG’s Research team provides a summary of the different sectors and how they performed over the period. The overview includes consumer-facing corporates, financial institutions and insurance companies, resources and infrastructure, as well as Real Estate Investment Trusts (REITs).
General
New issues update
General
New issues update
In this article we speak with taxation expert Alan Leung on the proposed changes along with other popular bond related tax questions.
Trade opportunities
We've updated our Sample Portfolios for the month.