Lesson type:

Why Fixed Income is the New Black

Due to the stability of income it provides, fixed interest can form part of a real returns strategy for younger investors helping them to save for and achieve their financial goals, like saving for a home deposit. In this video, Anne Anderson of UBS Asset Management discusses the merits of using fixed income as an anchor in your portfolio and as part of a holistic investment strategy.

Not all Income is Equal

Volatility and uncertainty have the potential to throw your investment returns off course, which can be an issue, especially the closer you get to retirement. With a low level of volatility, fixed income can provide you with a high degree of confidence in the value and stability of returns over time.

State of Fixed Income in the World Today

With central banks around the world beginning to tighten monetary policy, is Australia likely to follow suit? Anne Anderson of UBS Asset Management discusses the fixed income environment in 2018, what’s happening with monetary policy and what it means for your investments.

The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.

Related lessons

Lesson type: Think like an investor

Five reasons why financial advice is about to get better

Simon Hoyle

Big changes are coming to the financial planning industry. Minimum education standards and a compulsory code of ethics will finally ensure the financi...

View Lesson >

Lesson type: Think like an investor

Why you need to talk about money

Marianne Perkovic

Research shows that only 4 per cent of Australians talk about money with their families, but it’s crucial that you do so to ensure you’re able to ...

View Lesson >

Lesson type: Think like an investor

Making the most of money psychology

Shayne Sommer

Ever thought that you’d be ‘better’ at things one day such as being savvier with your saving, leading a healthier lifestyle, getting more organi...

View Lesson >

Lesson type: Understanding investment philosophy

Understanding investment philosophy

Matthew Walker

Many of the world’s leading investors will tell you that nothing is more important to long-term investment success than a clear investment philosoph...

View Lesson >


Get the latest lessons

Enter your email address to subscribe to our Investment Series newsletter and we’ll let you know when new content goes live.

Please enter a valid email address.

Almost there!

Thank you for registering your interest in Lessons. . We’ll email you the latest content as it goes live. To complete the subscription process, click on the subscribe button below. An email will then be sent to you outlining steps to finalise your subscription.

We’re committed to helping you get the investment knowledge you want, so let us know what you’d love to see more of:

  • TV Show
  • Wealth Stories
  • Experts
  • All of the above

I have read and agree to the terms, privacy policy and financial services guide.