))
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
EON 75: Impact of rising interest rates on fixed income
Manage episode 182610083 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
EON speak to David Erdonmez from fixed income manager PIMCO about fixed interest and the impact of rising interest rates on fixed income portfolio's.
We discuss
- the characteristics of fixed income
- how rising interest rates are likely to impact
- why should maintain exposure to fixed income in your SMSF
- the current outlook for fixed income
- the differences between Hybrids and bonds
- the difference between Term Deposits and bonds
- Global opportunities to generate higher income from fixed interest
This is a great episode for all trustees who
- don't really understand why fixed interest is an essential component of a diversified portfolio.
- have large exposures to hybrids, cash and term deposits in their portfolios.
- Who are looking for stable income in your fund
- Who are confused about the noise around fixed interest in the media
Compound your wisdom!
81 episodes
