To get the most out of bond investments, it is necessary to review your portfolio periodically. While your FIIG Relationship Manager can help you with this at any time, each year a number of FIIG client portfolios receive a centrally generated, formal Portfolio Scorecard. With those annual scorecards having recently been sent, it’s timely to talk about how to get the most out of a portfolio review.
Following the recent release of the FIIG Macro Outlook, here we discuss the RISE strategy and how best to construct a fixed income portfolio for the year ahead.
General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.56%* to the assumed maturity dates with an approximate $207k spend.
At FIIG
The team at FIIG share their favourite reads and podcasts for 2025
General
We look back on this year's most read articles.
On average an investor is paid a premium for participating in new issues, making it more attractive to purchase in primary or soon after. In this article we highlight the opportunity and how investors can achieve better returns as a result.
General
New issues update
Events during the life of a bond can give the investor a chance to re-evaluate the position and make sure that the original thesis for investment still holds.
In this article we explore the key risks that might undermine the economy along with mitigants.