Go global or go home
It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to bonds and interest rate securities which play an important part in offering steady, reliable income while hedging against riskier assets.
In this low interest rate environment, we spoke to Adam Bowe, Portfolio Manager at PIMCO Investment Management about the opportunity to secure quality, fixed income offshore. Adam said you have to look globally: “One example would be global financials… yielding around 4% versus an inflation rate of about 1.5%; there are still plenty of opportunities”. Watch the video for the full picture.
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Adam seeks to provide all the benefits investors have come to expect from a core bond holding, including consistent income and low volatility. For further information click the contact button below or stay up to date with his latest insights by following him here.
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