General
New issues update
Opinion,Trade opportunities
The rise in rates since the start of the year has been historic – the fastest in the bond market in nearly 40 years. This means that there are opportunities across the whole spectrum of the market for the first time in a long time, as yields on all bonds are markedly higher, and in many cases higher than the dividend yield available on the equivalent shares.
General
New issues update
General
Opening a FIIG Direct Bonds account has never been faster or easier with FIIG’s online application process.
General
New issues update
Education (basics),Education
Ensuring the investment strategy of a self-managed superannuation fund (SMSF) accurately reflects its current asset allocation is an important compliance responsibility. While there is a degree of flexibility with respect to movements in your overall asset allocation, it is good practice to review your current asset allocation against your documented strategy.
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.
General
New issues update
Trade opportunities
Because of the way FRNs are structured, they typically protect portfolios when interest rates are rising.
Trade opportunities
Inflation linked securities offer unique protection which is an important consideration for building wealth and sustaining purchasing power.
Education (basics),Education
With the end of another financial year only a few weeks away, it’s timely to have everything ready to ensure your SMSF’s 2021/22 financials and tax return can be completed without fuss. As super changes continually there may be some new rules to understand and other things you need to pay more attention to, such as the indexed contribution and cap thresholds.
Trade opportunities
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 our suggested ~70% investment grade, ~30% high yield allocation.
Trade opportunities
The current portfolio has 12 bonds, yields 5.37% indicatively to worst* and is an approximate $200k spend.
General
New issues update
Opinion
Given the huge rate rises priced into the market currently, we see value in short to medium term – say 3-5 year – fixed rate bonds. The advantage of fixed rate here is that they capture and lock in those market expectations even though they have not eventuated yet.