When assessing a company from a bond perspective, despite some similarities, there are also some critical differences to the criteria we use for assessing a company for equity investments.
Bonds are always lower risk than shares in the same company but do carry some of the same risks. They also have unique risks that can be used to your advantage under various economic conditions.
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We've updated our Sample Portfolios for the month.
General
New issues update
IABs offer protection against inflationary pressures, making them a crucial allocation during times of high inflation, but also offering many other benefits too. Here we discuss how they work and why they’re considered a core portfolio holding.
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 it has closed off is an ideal time to review your portfolio as there is a hard milestone for tax purposes and also for valuations.
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The current portfolio yields an indicative 5.17%* to the assumed maturity dates with an approximate $205k spend.
General
New issues update
In this article we look at how best to construct a balanced portfolio through the inclusion of fixed coupon, floating rate notes and inflation-linked bonds and the benefits each type of bond offers.
This article uses some recent developments in the Australian market to demonstrate the point and to help investors consider when is the right time to buy fixed vs floating rate bond investments.