General
New issues update
Economy
The March quarter CPI result showed a sticky inflation and higher than expected results for both the quarter and the month – but it wasn’t all bad news.
Trade opportunities
The current portfolio yields an indicative 5.90%* to the assumed maturity dates with an approximate $204k spend.
Trade opportunities
We've updated our Sample Portfolios for the month. Yields are up almost 0.40% across the curve, which has resulted in better yields on offer for new investors but lower prices for existing bond holders.
General
New issues update
Opinion
The Lucky 7 piece steps through four different possible outcomes for the RBA. The scenarios range from an unexpectedly high interest rate outcome to a rate cut cycle that would only occur if the economy materially weakened. In between are two much more likely scenarios that involve much less movement in the RBA rate.
General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.75%* to the assumed maturity dates and is an approximate $204k spend.
General
New issues update
Trade opportunities
We've updated our Sample Portfolios for the month. March has been a relatively quiet month with yields trading in a relatively tight range, ending about 10bps lower, as the RBA has been on hold since November and the market consensus being the rate hike cycle has ended.