Trade opportunities
The current portfolio yields an indicative 5.19%* to the assumed maturity dates with an approximate $206k spend.
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.
Australian Real-Estate Investment Trusts (REITs) showed signs of a recovery following the past few years of headwinds. The results also showed improving credit metrics and stronger balance sheets, which is very relevant for bond holders. In this article we discuss the improving trends for the REIT sector.
Trade opportunities
The current portfolio yields an indicative 5.02%* to the assumed maturity dates with an approximate $206k spend.
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.
Trade opportunities
The current portfolio yields an indicative 5.34%* to the assumed maturity dates with an approximate $207k spend.
The war against inflation seems to be drawing to a close, and the new challenge in the coming years is likely to be stimulating growth. The Reserve Bank of Australia (RBA), however, seems to be quite late to pivot to a new understanding of the economic challenges of 2026 and 2027 and remains very focused on fighting inflation.
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.