General
New issues update
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.
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.
Trade opportunities
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.
Trade opportunities
We've updated our Sample Portfolios for the month.
General
New issues update
On the 8th May FIIG spoke with Ausbiz about the developments in world financial markets and how that is affecting the Australian economy, Australian investors and the RBA.
Primary issues in the wider market typically offer a premium to secondary issues and are accessed by bidding into a bookbuild process.
Trade opportunities
The current portfolio yields an indicative 5.27%* to the assumed maturity dates with an approximate $205k spend.