In this article we look at how best to construct a balanced portfolio through the inclusion of fixed coupon, floating rate notes and inflation-linked bonds and the benefits each type of bond offers.
This article uses some recent developments in the Australian market to demonstrate the point and to help investors consider when is the right time to buy fixed vs floating rate bond investments.
Trade opportunities
We've updated our Sample Portfolios for the month.
General
New issues update
On the 8th May FIIG spoke with Ausbiz about the developments in world financial markets and how that is affecting the Australian economy, Australian investors and the RBA.
Primary issues in the wider market typically offer a premium to secondary issues and are accessed by bidding into a bookbuild process.
Trade opportunities
The current portfolio yields an indicative 5.27%* to the assumed maturity dates with an approximate $205k spend.
General
New issues update
Last month FIIG was the sole lead arranger for the SPC Global issue of A$20m, four-year, 9.00% unsecured fixed rate notes.
The US bond market is the largest and most liquid market in the world.