Sales commentary
The AUD-denominated bond market has experienced significant growth, thanks to a bonanza of new issuance this year and a raft of offshore issuers attracted to the domestic market. This provides better diversification and returns for local investors.
Education (basics)
Credit ratings are an indication of perceived risk. Each year Standard and Poor’s release a global report that shows defaults as well as rating movements (upgrades and downgrades).
Trade opportunities
The current portfolio yields an indicative 5.78%* to the assumed maturity dates with an approximate $207k spend.
Trade opportunities
We've updated our Sample Portfolios for the month.
Education (basics)
Listed notes have many superficial structural similarities to OTC bonds. They pay income on a set scheduled and they have a final maturity date where the principal is repaid. In particular, the current Listed Notes all are floating rate notes, which means the interest rate payable does change over time, but according to a predictable pattern set in advance.
Education (basics)
In this article, we explore how to construct a well-balanced portfolio using a mix of fixed coupon, floating rate notes, and inflation-linked bonds and the benefits each type of bond offers.
At FIIG
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. Coming up to the close of the financial year or soon after is an ideal time to review your portfolio as there is a hard milestone for tax purposes and also for valuations.
Trade opportunities
The current portfolio yields an indicative 5.86%* to the assumed maturity dates with an approximate $207k spend.
Opinion
A common error among financial commentators is to lump all bonds into the same basket, for example "bond rout set to continue", referring to the US and Australian 10 year government bonds. But government bonds do not behave in the same way as corporate bonds – for most corporate bond investors losses, if any, will be minor
Opinion
Since the outcome of the US Presidential election there has been plenty of talk around the rapid increase in yields on longer dated government bonds. Most government bonds are fixed rate bonds and when yields rise, the price falls. But that rule does not apply to all bonds – a sure way to spot a market commentator that does not understand the bond market