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

From

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

continue reading

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

From

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,

continue reading

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

From

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

continue reading

Strategists favour global equities over bonds and cash

From

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

continue reading

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

From

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

continue reading

Adjust bond portfolios to manage shift in economy

From

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

continue reading

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

From

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

continue reading

Government initiative to foster bigger retail bond market

From

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

continue reading

Where are the big investors moving their money?

From

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

continue reading

Are bonds in a bubble?

From

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

continue reading