General
New issues update
FIIG achieved a median return for clients of 9.51%* over 2023-24. Returns in 2023-24 were strong for a number of reasons, and while past performance does not guarantee future returns, there are some strong reasons to suggest that returns in 2024-25 will once again be much higher than bond returns could achieve for much of the last decade.
General
New issues update
In our final article of the bond myths series we look at bond maturities and hybrids.
General
New issues update
We’ve come to recognise some key concerns that investors quote when discussing a potential investment, some of which are based on false assumptions. So, if you’re still unsure about bonds, this series of articles which delves into the “Seven Key Myths” may help.
Trade opportunities
The current portfolio yields an indicative 5.85%* to the assumed maturity dates with an approximate $205k spend.
General
New issues update
The scope of power for the US president is altering dramatically just as the US sets out to vote for its next President. This has massive ramifications for the world at large, but also immediate impacts for investors. This piece will seek to explain how we got here and what might happen in the various scenarios for the November 2024 US Presidential Election.
We’ve come to recognise some key concerns that investors quote when discussing a potential investment, some of which are based on false assumptions. So, if you’re still unsure about bonds, this series of articles which delves into the “Seven Key Myths” may help.
Trade opportunities
We've updated our Sample Portfolios for the month. June had all the excitement of a prize fight in the bond market as international and domestic data drove performance and activity.
General
New issues update
The new financial year beginning July 1 brings a new set of tax brackets and material tax cuts for every taxpayer in Australia.
It’s important for investors to periodically review their portfolios and make sure it is still fit for purpose and behaving as the investor intends.
Trade opportunities
The current portfolio yields an indicative 5.86%* to the assumed maturity dates with an approximate $204k spend.