Trade opportunities
The current portfolio yields an indicative 5.75%* to the assumed maturity dates and is an approximate $204k spend.
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.
Trade opportunities
The current portfolio yields an indicative 5.76%* to the assumed maturity dates and is an approximate $200k spend.
Trade opportunities
It’s been a topsy turvy month in the bond market with certain signs of inflation perking up their heads, particularly in the US, which has led to a repricing of the expected rate cuts to come this year, moving more in line with the US Federal Reserve officials forecasts and pushing yields higher.
Trade opportunities
A month is a long time in markets, and it’s been at least that long since we updated the portfolios. It’s also been the summer holidays domestically which means a quiet time, and this has definitely been the case apart from one spike of activity around the new Santander bond. In the run up to Christmas interest rates fell quite a long way as the
end of the hiking cycle got some investors excited. Since then, the story has been a reversion of this excitement as some of the cuts began to be priced out again and yields rose.
Trade opportunities
The current portfolio yields an indicative 5.80%* to the assumed maturity dates and is an approximate $205k spend.
Trade opportunities
FIIG’s Investment Strategy Team conducts an annual review of client portfolios, in addition to portfolio reviews carried out throughout the year. This assists clients to better understand the construction of their portfolios to make more insightful investment decisions.
Trade opportunities
November marked a turning point in the last nearly 2 years of fighting inflation with rising interest rates. The market began firmly pricing in the end of hikes and the start of cuts. This is mainly because historically central banks have held rates steady at their peak for no more than about 7 months on average before cutting them again, as economies run into a wall of higher borrowing costs.
Trade opportunities
Here we look at important criteria to consider before investing in and through the life of the bond using the example of OMNI Bridgeway bonds.
Trade opportunities
The current portfolio yields an indicative 6.61%* to the assumed maturity dates and is an approximate $215k spend.