In this article we will explain the basics around a bond itself, what the market looks like and how they work.
The 1H25 earnings season for European and UK banks reinforced the sector’s strong fundamentals, despite headwinds from lower reinvestment yields, macro uncertainty, and rising credit provisions in select segments.
Trade opportunities
We've updated our Sample Portfolios for the month.
General
New issues update
The key point to remember here is that bonds are not aiming to outperform equities. We are aiming to bring something different to an investment portfolio.
Trade opportunities
The current portfolio yields an indicative 5.34%* to the assumed maturity dates with an approximate $207k spend.
The war against inflation seems to be drawing to a close, and the new challenge in the coming years is likely to be stimulating growth. The Reserve Bank of Australia (RBA), however, seems to be quite late to pivot to a new understanding of the economic challenges of 2026 and 2027 and remains very focused on fighting inflation.
General
New issues update
The median FIIG client received a 9.08%* rate of return net of fees, proving it’s been a good year for bond investors. With FY25 now behind us, we look at the returns FIIG clients received from their bond portfolios and the ways in which better returns were generated in this article.
Direct Bond ownership accessed through the OTC market offers higher returns from a risk-reward perspective, better diversification, the ability to tailor a fixed income portfolio to meet investors needs, and many more benefits.