Asset Class: Bonds

Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands.

In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class.

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years.

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE.

Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds.

It's natural to be worried. Is this the start of a run on the banks? A financial crisis? Or is this a lot of media hype? Most importantly, when it comes to American banks on the other side of the world - how concerned should we be here in Australia?

Jenna Labib and Matthew Macreadie join Candice and Felicity to chat about this massive and unfairly labelled 'boring' asset class.

In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on your side. In this episode they explain how they work, a couple of options you can explore, and the brilliant tax benefits.

A common investing rule includes balancing your risk through diversification - and one of the ways to achieve this is through adding defensive assets to your portfolio! What are defensive assets, you may ask? Today we chat with the incredible Gaby Rosenberg, co founder of Blossom, to define defensive assets including the classic bond (no, unfortunately nothing to do with James) while exploring how she made one of the least accessible investments options available to people like you and me. Join us as we all learn about this new asset class.

Adam was shocked last week to see that bond yields had caused share markets to tank. Bond yields? He doesn’t know what either of those words even mean. Thomas unpacks the puzzle as best he can, and explains why these days, in the strange post-covid economy, good news is bad news.