July 29, 2015

Fixed Income – gaining acceptance among clients but only in the short term

Australians hold within their portfolios less than half as many bond allocations as their OECD peers. This proportion is even smaller – in the low single digits – for Australian self-managed super fund portfolios. Have we missed something? Or are our investment needs simply different to the rest of the world’s?

Alex Burke July 29, 2015

Interest Rate Risk Management

Over the last five years, Australian investors have seen a significant fall in the returns on their cash and term deposit holdings, and in many cases are experiencing negative real returns for the first time. This has created financial stress for many clients, especially retirees who may need to draw on their capital in the short term to maintain their lifestyle.

Alex Burke July 29, 2015

July 29, 2015

Fixed Income – gaining acceptance among clients but only in the short term

Interest Rate Risk Management

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