The huge amount of uncertainty around future cashflows of businesses across all sectors has meant that conservatism from managers is the order of the day.
Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options.
The start of a new financial year is a traditional time to take stock and see how one’s portfolio has performed.
The month of June has seen an overall consolidation in bond markets. Yields have broadly been stable, with US and Australian 10-year government yields unchanged for the month.
Investing direct, through exchange traded funds (ETFs) or managed funds? We outline the key considerations to help you decide how to invest in bonds
As we have highlighted in our recent article "Hope is not a strategy", risk assets, in particular the equity market, are pricing in a decidedly V-shaped recovery from the CO\/ID-19 lockdown and subsequent economic shock. We feel that path is unIikely with a U or even L shaped recovery a more probable outcome and suggest investments to consider on that basis.
A re-introduction to our sample bond portfolios. These are designed to offer an optimal mix of diversification, whilst still providing the best balance between risk and return.
Investing in a DirectBond portfolio through FIIG means you will have control over what you invest in, when you buy and sell, access to daily pricing and market leading reporting. This note suggests a beginner’s portfolio that can be scaled up or down and meets my suggested 70% investment grade, 30% high yield allocation
When investing, focus is typically placed on the particular security or portfolio and the associated risk and return, but equally as important is the total client experience. Here, we outline the many other unseen benefits that are afforded to FIIG clients.
Find out how FIIG's sample portfolios have been performing.