General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.13%* to the assumed maturity dates with an approximate $207k spend.
Bonds can achieve a higher return than their quoted yield by implementing some active trading strategies.
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
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.
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.