Trade opportunities
While July was a relatively boring month in the bond market with low levels of issuance in bonds that we have an interest in, August holds promise of RMBS issuance.
Knowledge Series
Welcome to the first in our series of articles looking at the various inputs that go into our way of thinking about portfolio construction.
Trade opportunities
With the successful recent new issue from Emeco, we take a closer look at the transaction and the company behind the capital raising.
Trade opportunities
Moving lower down the capital structure of higher rated corporate issuers is one way to add higher returns to well diversified portfolios.
Trade opportunities
This month's sample portfolios are shaped by two key events - June's reduction in yields and Emeco's issue of its high yield AUD bond.
Knowledge Series
In this final edition in the Benefits of being a Wholesale Client series, we will look at FIIG's Managed Income Portfolio Service.
Education (basics)
Investing directly or through managed bond funds has advantages and disadvantages; just like investing in shares, the decision depends upon the individual
Knowledge Series
In this edition we will look at the role USD bonds can play in diversified portfolios of Wholesale Clients.
General
The end of the financial year is a hard milestone for tax purposes and also for valuations. Now is the time to run one’s eye over the portfolio and make sure it is still fit for purpose.
Trade opportunities
The theme of calm, range-bound markets has continued in May, with no real news to drive markets one way or the other.