We recently covered the basics of bonds in a multi part series. We now move on to a slightly more advanced look in more detail at the way we think about building portfolios here at FIIG, in terms of specific client targets and the way we manage and mitigate the various risks that apply to fixed income portfolios.
Trade opportunities
The current portfolio yields an indicative 5.02%* to the assumed maturity dates with an approximate $206k spend.
FIIG’s Research team provides a summary of the different sectors and how they performed over the period. The overview includes consumer-facing corporates, financial institutions and insurance companies, resources and infrastructure, as well as Real Estate Investment Trusts (REITs).
General
New issues update
General
New issues update
In this article we speak with taxation expert Alan Leung on the proposed changes along with other popular bond related tax questions.
Trade opportunities
We've updated our Sample Portfolios for the month.
In this article we focus on European Bank issuance in USD, with FIIG Research’s Peggy Lin discussing the metrics to consider when evaluating the risks and returns this sector offers.
Trade opportunities
The current portfolio yields an indicative 5.13%* to the assumed maturity dates with an approximate $207k spend.
Bonds can achieve a higher return than their quoted yield by implementing some active trading strategies.