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Wholesale Sample Portfolios Update – February 2024

A month is a long time in markets, and it’s been at least that long since we updated the portfolios. It’s also been the summer holidays domestically which means a quiet time, and this has definitely been the case apart from one spike of activity around the new Santander bond. In the run up to Christmas interest rates fell quite a long way as the end of the hiking cycle got some investors excited. Since then, the story has been a reversion of this excitement as some of the cuts began to be priced out again and yields rose.

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The Benefits of a Portfolio Risk Review

FIIG’s Investment Strategy Team conducts an annual review of client portfolios, in addition to portfolio reviews carried out throughout the year. This assists clients to better understand the construction of their portfolios to make more insightful investment decisions.

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Wholesale Sample Portfolios Update – December 2023

November marked a turning point in the last nearly 2 years of fighting inflation with rising interest rates. The market began firmly pricing in the end of hikes and the start of cuts. This is mainly because historically central banks have held rates steady at their peak for no more than about 7 months on average before cutting them again, as economies run into a wall of higher borrowing costs.

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Wholesale Sample Portfolios Update – November 2023

October featured a shift from quiet markets in the first half to a flurry of new bond issues in the latter half, impacting rates. While the US economy showed strength, other indicators raised questions. In the portfolios, noteworthy changes included the introduction of the AMP Limited senior 2026 bond in the Conservative portfolio, a switch from AMPOL, and a similar move in the Balanced portfolio. The High Yield portfolio focused on diversification and RMBS bonds with attractive margins.

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