Education (basics)
Bonds are not designed to outperform equities. Instead, they offer a valuable middle ground—typically providing higher returns than cash with less volatility than shares.
General
Despite the fact that bonds are new to many Australian investors they are by no means a new asset class. In this piece we discuss larger allocation some of the world’s largest companies have to the fixed income class, as opposed to other investment options.
Trade opportunities
We've updated our Sample Portfolios for the month.
Education (basics)
SMSF investors nearing retirement should reassess asset allocation and consider bonds to reduce risk and improve income.
Education (basics)
With returns on bonds likely staying higher for a while now, there has been more interest in the asset class, and with that a spike in scammers trying to lure investors. Here we discuss what to be aware of and how best to protect yourself.
Trade opportunities
We've updated our Sample Portfolios for the month.
At FIIG
When investing, focus is typically placed on the particular security and the associated risk and return, but equally as important is what is the total client experience beyond the investment? Here, we outline the many other unseen benefits that are afforded to clients of FIIG.
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
We've updated our Sample Portfolios for the month.
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.