General
New issues update
The Reserve Bank of Australia (RBA) raised rates last week as was broadly expected – but not everything they said was fully anticipated. They remain incredibly reticent to give guidance, emphasising the large range of possible outcomes for the next year. One more rise is quite likely, but this isn’t like the old cycles used to be. In this article we further discuss the RBA rate outlook.
Diversification is the easiest way to smooth volatility in a portfolio and therefore it has been brought sharply to the forefront of investors’ minds. Now is the perfect time to assess both the make-up of your portfolio and risk exposure within the portfolio.
Trade opportunities
We've updated our Sample Portfolios for the month.
To get the most out of bond investments, it is necessary to review your portfolio periodically. While your FIIG Relationship Manager can help you with this at any time, each year a number of FIIG client portfolios receive a centrally generated, formal Portfolio Scorecard. With those annual scorecards having recently been sent, it’s timely to talk about how to get the most out of a portfolio review.
Following the recent release of the FIIG Macro Outlook, here we discuss the RISE strategy and how best to construct a fixed income portfolio for the year ahead.
General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.56%* to the assumed maturity dates with an approximate $207k spend.