Funds Focus

Strategies for income

Often considered “boring”, overlooked for their lack of zip and flexibility, a guaranteed income for life is not to be sniffed at
Annuities are often overlooked by advisers in structuring client portfolios. The cynic in me says “of course, they don’t pay enough for advisers to consider them”, but I think the reality is that many investors and advisers alike have historically shunned them because of their perceived “low returns”. Who could blame them, with the

There are some that believe that investors can make money if the market is rising and money if the market is falling, but not in a volatile sideways market. We beg to differ…

Product providers are always developing new products for the market conditions we seem to be facing and Alpha Structured Investments’ Results Series and the UBS Perles & Goals Series are prime examples of investments suited to the volatile and sideways moving markets we have been experiencing this last year.

Bonds – Strategies for income (cont.)
With the increase in the cost of funding globally and changes in legislation making it easier to offer bonds to retail investors, Bond issues are on the rise.
We look at whether the wave of new bank bond IPOs are worth considering.
If you have never heard of corporate bonds, you are not alone. The regulation surrounding the issuance of these products has until recently been cumbersome. As a result, new issues have until recently typically been aimed at