Opinion,General,At FIIG
Portfolio diversification is an art, not a science. Here are a mix of investment grade AUD and high yield USD bond suggestions to warrant a more defensive portfolio
Opinion
Currency expert Greg Gibbs, updates on the AUD versus the USD and takes an in depth look at the GBP given Brexit
Opinion
Rising US interest rates are pushing up domestic BBSW rates. Review your bond portfolio and keep term deposit rates to a year or less
Opinion
The end of the credit cycle may soon be upon us. Director Fixed Income Sales, Michael Cooper urges investors to revise their bond portfolio; is it fit to survive an economic downturn, or perhaps it’s time to adjust your portfolio while there’s still time?
Opinion
Last week's Federal budget presented good news for all - significant tax cuts and lower government debt. Depending on who wins the next election, investors may need to adjust portfolio allocations
Opinion
Last week we had an excellent question from a client
Opinion
The high yield bond market continues to grow ahead of the FIIG High Yield conference on 17 May, with a new bond from AfterPay and news that Virgin Australia is preparing to issue in AUD
Opinion
Did you manage to read all of the links in Jon’s first article reviewing the Mauldin Economics SIC in San Diego? This note contains two more links and Jon’s favourite five slides from the conference
Opinion
The government has announced it is ahead of budget projections and announced the first carrot in the lead up to budget night – removal of a higher Medicare levy. What does good fiscal management look like? Can we afford tax cuts?
Opinion
The world’s biggest companies have huge investment portfolios. Here we assess how they invest ‘cash and marketable securities’ and find some common themes