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.
Trade opportunities
The current portfolio yields an indicative 5.19%* to the assumed maturity dates with an approximate $206k spend.
On average an investor is paid a premium for participating in new issues, making it more attractive to purchase in primary or soon after. In this article we highlight the opportunity and how investors can achieve better returns as a result.
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.
Australian Real-Estate Investment Trusts (REITs) showed signs of a recovery following the past few years of headwinds. The results also showed improving credit metrics and stronger balance sheets, which is very relevant for bond holders. In this article we discuss the improving trends for the REIT sector.
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.