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.
Education (basics)
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.
Education (advanced)
Despite the current rise in mortgage arrears resulting from the adjustment to higher interest rates and inflation as monetary policy normalizes, we maintain confidence in the RMBS sector. These instruments usually offer more favorable returns and a consistent income stream compared to standard corporate bonds. Our preference is generally for the safer investment-grade tranches in RMBS transactions, offering lower risk than sub-investment grade options.