FIIG Securities

𝗙𝗿𝗼𝗺 𝗘𝗮𝘀𝘁 𝘁𝗼 𝗪𝗲𝘀𝘁 – 𝗔 𝗕𝗶𝗴 𝗧𝗵𝗮𝗻𝗸 𝗬𝗼𝘂 𝘁𝗼 𝗢𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗶𝗻 𝗠𝗲𝗹𝗯𝗼𝘂𝗿𝗻𝗲 𝗮𝗻𝗱 𝗣𝗲𝗿𝘁𝗵! This week, we had the pleasure of hosting our Introduction to Bonds seminar in both Melbourne and Perth, where investors gained valuable insights into the fundamentals of bond investing. A huge thank you to everyone who joined us! In Melbourne, Fixed Income specialists Michael Keely and Samuel Mitchell guided investors through the essential principles of bond investing, while in Perth, Judd Bogust led an insightful session alongside a special guest appearance from our Portfolio Manager of the FIIG Monthly Income Fund, Garreth Innes, CFA. 𝗪𝗵𝘆 𝗱𝗼𝗲𝘀 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗺𝗮𝘁𝘁𝗲𝗿 Understanding bonds is key to diversifying your portfolio, managing risk, and generating steady income. Attendees walked away with a solid foundation in how bonds work, their role in investment portfolios, and how they can provide stability, reliability, and income—especially in uncertain markets. If you're interested in attending our next seminar or exploring on-demand webinars, visit: https://lnkd.in/ehJmJXA6 or email events@fiig.com.au to register your interest. #FixedIncome #BondInvesting #InvestorEducation #FIIGSeminars #FinancialFreedom

RBA Preview: A Landmark Decision? All Eyes on the February 2025 Meeting Next Week The RBA will do something historically noteworthy this coming meeting, regardless of what they decide. Either they will deliver the first rate cut of the 2025 rate cutting cycle, or they will disappoint a market priced for cuts more severely than they ever have before. With the consumer side of the economy showing signs of strengthening following tax cuts and real wages rising, there are plenty of reasons to wait before delivering the rate cut, even if inflation has fallen materially. But the optics may not let the RBA wait. So does the RBA want a rate cut or a hard place?   Read the full analysis by our Head of Research, Philip Brown on the WIRE: https://bit.ly/41dkJGn

𝗙𝗜𝗜𝗚 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝗰𝗼𝗺𝗲 𝗙𝘂𝗻𝗱 – 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 The FIIG Monthly Income Fund delivered a 0.50% return (net of fees) in January, outperforming the AusBond Bank Bill Benchmark by 0.11%. Since its inception in October 2024, total outperformance stands at 1.14% (net of fees). Portfolio Manager of the FIIG Monthly Income Fund, Garreth Innes, CFA provides his monthly commentary, including performance, market recap and fund positioning, in this January 2025 update: https://lnkd.in/gW7U8Y8d

𝗕𝗿𝗶𝘀𝗯𝗮𝗻𝗲 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝘁𝗼 𝗕𝗼𝗻𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗦𝗲𝗺𝗶𝗻𝗮𝗿 With market volatility and uncertainty dominating the headlines, bonds are more relevant than ever—and right now, they’re presenting some of the best opportunities we’ve seen in years. Join us for our first free Introduction to Bonds seminar of 2025 on March 6th at our Brisbane office. Whether you're new to bonds or looking to deepen your understanding, this session will give you the insights you need to navigate today’s market with confidence. This session is open to individual investors and financial advisers. 🔹 Date: Wednesday, March 6th 🔹 Time: 10:30 AM – 11:30 AM 🔹 Location: Level 31, 1 Waterfront Place 🔹 Speakers: Joseph Kingsley, Director of Fixed Income & Mathew Heron, Fixed Income Specialist Learn how bonds work, the different types available, and how they can help preserve capital, generate income, and provide stability in uncertain times. Don't miss out—register now! ⬇️ https://bit.ly/419LdbQ

Delighted to be featured on the Australian Shareholders' Association website with our Head of Research, Philip Brown, discussing how well Australian bonds could perform in a global trade war. Read the article here: https://lnkd.in/gNZ8vk3G

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗕𝗼𝗻𝗱𝘀 𝗮𝗺𝗼𝗻𝗴𝘀𝘁 𝗧𝗮𝗿𝗶𝗳𝗳𝘀 𝗮𝗻𝗱 𝗮 𝗦𝗵𝗶𝗳𝘁𝗶𝗻𝗴 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 Earlier today, Jonathan Sheridan joined Juliette Saly on ausbiz to discuss how investors can navigate bond markets amid renewed enthusiasm for tariffs from the Trump administration and the prospect of RBA rate cuts. He highlighted key considerations around duration positioning and where investors should focus in the current environment. Jonathan also shared insights on the recent AusNet issuance, which was well received and presented an attractive return opportunity for investors. To watch the interview, please visit: https://bit.ly/42IM1pq

𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮: 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗽𝗶𝗲𝗰𝗲𝘀 𝗼𝗳 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗱𝗮𝘁𝗮 The Q4 CPI data has printed and it was generally better (that is lower) than anticipated. The RBA has some big decisions to make at their coming meeting. In this WIRE article, our Head of Research, Philip Brown, covers what's likely to impact the RBA decision in the next meeting on 18 February and whether to cut or keep rates on hold; what's driving the fall in inflation, and what the potential risks are to not getting a rate cut. Read the article here: https://bit.ly/40XN5o1 #inflation #Australia #RBA

𝗙𝗜𝗜𝗚 𝗠𝗮𝗰𝗿𝗼 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟱: 𝗕𝗼𝗹𝗱𝗻𝗲𝘀𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝗰𝗲 𝗼𝗳 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 The economic landscape is shifting, and amid uncertainty, smart investors know that acting boldly now could pay off in the long run. That’s why we’ve developed BOLD—a strategy designed to help investors navigate bond markets in 2025 with confidence, written by our Head of Research, Philip Brown. As Australia’s leading fixed income experts, we’ve seen it all. Now, we’re here to guide you. 🔎 Read our Macro Outlook 2025 to position yourself ahead of the curve - click here to register to receive the report: https://bit.ly/4gf9Jg0 #FixedIncome #BondInvesting #FIIGMacroOutlook2025

The next RBA decision looks to be a close one: 🔵AUS trimmed mean CPI comes in lower than forecast and creates an expectation of a cut in February. But will the RBA act? 🔵FOMC retains its hawkish bias as it keeps rates on hold to begin the year.

𝗪𝗵𝗮𝘁 𝗖𝗮𝗻 𝘁𝗵𝗲 𝗕𝗼𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗲𝗹𝗹 𝗨𝘀 𝗔𝗯𝗼𝘂𝘁 𝗧𝗿𝘂𝗺𝗽-𝗘𝗿𝗮 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆? Our Director of Fixed Income and Investment Strategy, Jonathan Sheridan speaks with ausbiz's Juliette Saly on how President Trump's policies create uncertainty in bond markets. While US bond yields initially rose post-election, they've since stabilised as traders wait for policy clarity. Jonathan discusses: ➡️ Tariff concerns and inflation impacts. ➡️ Rising US bond yields vs. Australia’s weaker GDP. ➡️ Opportunities in local semi-government bonds offering attractive yields. As we look to 2025, could slowing economic growth and lower interest rates bring positive shifts? Catch his full analysis and insights on ausbiz here: https://lnkd.in/ghhsZvS8 #BondMarkets #MarketInsights #FixedIncome #FIIGSecurities