Trade opportunities
To date, the portfolio has returned an impressive internal rate of return (IRR) of 5.97%
Opinion
NSW state manager, Jon Sheridan pens his thoughts on Warren Buffett's recent Berkshire Hathaway shareholder letter. Buffett doesn't say it, but he knows something investors should all know about volatile assets
Trade opportunities
Three months ago, Jon suggested a diversified $1m portfolio. Find out how it’s performed and the trades he has made over the last month
Sales commentary
Part of how we add value at FIIG is finding bonds that look cheap and this one looks super cheap
Trade opportunities
About a month ago we ran this note along with a sample portfolio. It had great readership, and the markets have moved already, allowing us to show the impact on the various holdings, so thought we’d provide an update
Opinion
Recently, I had a client ask me if he should wait until yields rise before buying bonds. It is a common question, here are my thoughts. We also suggest a $1 million portfolio
Opinion
Two fund managers discuss the strategy for their £1.7 billion bond fund, supporting our current portfolio suggestions. There’s a big twist in the second part of this note, with a couple of client stories that really shed light on some of the difficulties in index investing
Opinion
Periodically over the last financial year we’ve discussed where value can be found during uncertain times. With several important situations that have impacted the “lower for longer” global markets, we look at what this means for investors
Opinion
A number of events have occurred in the Australian market over the last month or so. It’s crucial for investors to understand the potential risks and rewards – we discuss some market insights and alternative bond options