Can an Investment Bond be used to fund a Business Succession Plan in advance?

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Introduction Planning ahead for the day that you leave your business is a vital business planning strategy. No matter what your business is currently worth, owners who plan now for the succession of their business can put themselves a step ahead in ensuring the future success and value of the business. Astute business owners realise […]

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Even in a rising rate environment, bonds have an important role to play

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Over the past year or two, investors globally have become more wary about bonds, envisaging the end of the 30-year rally in bond yields. Yields on bonds remain relatively low, below what some term their ‘normal’ levels. This is being artificially driven by central banks’ bond buying and historically low cash rates across the globe. Investors looking […]

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What is the future for bonds and why should you maintain an allocation to this asset class?

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Roger Bridges, Head of Fixed Income and Anita Daum, Head of Portfolio Management and the portfolio manager for the Tyndall Australian Bond Fund have provided their answers to AdviserVoice on fixed income and the future for bonds. Roger has 30 years’ experience in the fixed income market, and has overall responsibility for managing and implementing […]

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Strategists favour global equities over bonds and cash

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Russell Investments forecast generally positive trajectory for the global market; attractive valuations in Europe, Japan Emerging markets likely offer value for the medium term, despite uncertainty in China Despite the strong upward trend in global equity markets, equities should be favoured over bonds and cash, although equities are expected to outperform bonds by a smaller […]

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Smarter asset allocation strategies are imperative should a great rotation occur, says AXA IM

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While recent extreme volatility in global bond markets again raises the question of the role of fixed income in investor portfolios, new analysis from AXA Investment Managers (AXA IM) shows the significant impact a “great rotation” from bonds to equities could have on investor portfolios. In The Great Rotation paper AXA IM’s leading researchers discuss […]

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Adjust bond portfolios to manage shift in economy

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Bond manager Altius Asset Management warns that investors can’t expect the historically low bond yields from last year to continue and should prepare for a turn in the economic cycle which could lead to poor returns in conventional bond portfolios.   Bill Bovingdon, chief investment officer of Altius, says that investors should therefore position their […]

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Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds have had a great run, but with yields near record lows and global growth improving this is unlikely to continue. A 1994 style bond crash […]

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Government initiative to foster bigger retail bond market

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The release by the Treasurer on 11 January of draft amendments to the Corporations Act to simplify disclosure by listed companies when issuing retail bonds and amend the provisions relating to the liability of directors for information provided to retail bond investors is yet another positive step to foster a larger, more diversified and active […]

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Where are the big investors moving their money?

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Big investors in Asia and Europe are increasingly focusing on receiving regular investment income, followed by the opportunity for capital appreciation – a reversal from previous years. The growing importance of income investing was revealed by recent research carried out among Fidelity Worldwide Investment’s institutional investors. The independent survey of major institutional investors across Europe […]

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Are bonds in a bubble?

Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated when bond yields fall, returns from bonds have been very strong. Over the last year global bonds returned 11.1% and Australian bonds returned 11.4%. Over […]

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