Content provided by Income Asset Management In his latest feature for Income Asset Management, bond market expert Matthew Macreadie – Director of Credit Strategy at IAM – highlights the risks for investors to be aware of with Hybrid investment instruments. In today’s low interest rate environment where term deposit rates have remained stuck near zero,…
March 22, 2022
How investors can combat rising inflation
Content provided by Income Asset Management Rising inflation poses a huge challenge for investors and necessitates the need for higher yields to ensure portfolios and investment incomes are not declining. Building a 6% Bond Portfolio 6%pa yield — that’s the magic number many investors said they need to achieve their desired lifestyle. What stood out…
February 24, 2022
Issue 30: Share market volatility, what’s driving it and is now the time to adjust your SMSF’s investment strategy?
In last month’s article – ‘What will 2022 bring for your SMSF?’, we looked at what may be on the cards for this coming year. No predictions, just a number of observations at a high level. On our list was share market volatility and a range of potential drivers that could see it continue following…
January 27, 2022
Issue 29: What will 2022 bring for your SMSF?
Welcome to 2022! For some, the beginning of a new year is a time to start anew, to plan ahead or make resolutions for the new year. So here are some of the things that I have picked up on as I, like you no doubt, have been receiving a lot of ‘information’ in our…
December 20, 2021
Issue 28: Understanding investment product structures (Part 4): Fixed income and alternatives
Over the last three months we have taken a look at investment product structures and how a range of assets classes fit within these, starting at a high level in September with ‘Understanding investment product structures’, in October, which dealt with equities in Part 2, and last month we looked at property assets. This month…
September 23, 2021
Spotlight Series: Understand how the fixed income space can work for your fund
We recently sat down with Ray Trevisan, Director and Fund Manager, from OTG Capital, who shared his insights on mortgage and asset-backed investments in the fixed income space and the importance of financial education. Ray shared his thoughts on how the markets, particularly the property market, are responding in this pandemic era as well as…
June 18, 2020
An Introduction to Bonds
Content provided by OTG Capital https://vimeo.com/430196240/69c8f40b5f Presented by: Ray Trevisan, Director and Fund Manager, OTG CapitalDuration: 18 Minutes Content provided by: Disclaimer: The views, comments and opinions aired during this presentation should not be construed or viewed as financial advice. Any commentary is General Advice only and does not take into account your objectives, financial…
November 26, 2019
Six tips in assessing a bond’s security
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Why is security important? I’m often surprised how many investors take no notice of what is securing their money (aka collateral), when they happily lend it out to any Tom, Dick or Mary investment fund in the form of a Bond,…
October 22, 2019
Income and high yield investment trusts
Content provided by Thinktank Join Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank as they discuss the how high yield investment trusts may form part of an SMSF investment portfolio. Presented by: Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank. Facilitated by: Lauren Ryan, Business…
October 15, 2019
An Introduction to Bonds
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Cash or shares – Shares or cash Why are these the only 2 asset classes I seem to hear about in my travels and discussions with investors of all persuasions? There are actually 5 asset classes: Cash – liquid and powerful…