General
New issues update
In this article we will explain the basics around a bond itself, what the market looks like and how they work.
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.
General
New issues update
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.
The taxation of fixed income investments is complex as it depends on the type of security, how it’s structured, and whether any gain is treated as ordinary income or a capital gain.
General
New issues update
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.
Trade opportunities
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.
Trade opportunities
The current portfolio yields an indicative 5.17%* to the assumed maturity dates with an approximate $205k spend.