Education (advanced)
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
Jonathan Sheridan discusses why inflation-linked securities should be in every fixed income portfolio, discussing how these securities protect investors against inflationary pressures while maintaining a steadily growing income flow.
Trade opportunities
The beauty of a well-constructed bond portfolio is that you do not have to care too much about the path and direction of rate rises.
Trade opportunities
Moving lower down the capital structure of higher rated corporate issuers is one way to add higher returns to well diversified portfolios.
Trade opportunities
For the first time in many people’s investing careers, inflation is becoming something to properly consider as an impact on portfolios. Along with this is the allied effects of rising rates, the main tool of central banks used to combat inflation.
Trade opportunities
Even though our most recent inflation number was a mere 3.5%, our bond yields have risen by 0.60-0.70% out to 10 years as domestically the market has clearly decided we will follow the US path.
Education (basics)
One of our core recommendations at FIIG has been to hold a balanced portfolio of the three different coupon types – fixed rate, floating rate and inflation-linked.
Trade opportunities
In short, there is a lot going on. One place to hide out with a positive real yield (i.e., greater than inflation) are these sample portfolios.
Trade opportunities
This is the moment the bond doomsayers have been waiting for – a chance finally to put the boot into an asset class that has, in truth, performed spectacularly over the last 40 years given its low risk compared to other asset classes and products.
Trade opportunities
Yields in the market have generally drifted higher, as markets are pricing in more central bank rate rises earlier than previously, so all the portfolios look a little more attractive than they did to end 2021.