Optimising portfolio returns in a low yield
environment via Bond Investing
Australia’s official cash rate is at an
all-time low, currently sitting at 1.50%. Term deposits have naturally followed
suit, now offered in the region of 2.25% - 2.75%. With inflation tracking at
around 2% p.a., term deposit investors are faced with the prospect of earning a
real return (net of inflation) of just 0.25 – 0.75% on their term deposits
portfolio. There is also potential for further yield compression off the back of
the federal Governments proposed deposit levy announced in this month’s budget.
Furthermore, the aged care sector is faced with the challenge of optimising
returns on RAD/DAP cash flow. The Australian corporate bond market has
established a strong track record of providing middle market investors with a
low risk alternative to term deposits.
Justin McCarthy (MINT
Partners Head of Research) will provide ACSA members with an insightful
presentation on the world of bonds. Leaning on MINTs experience with the
aged care sector, Mr. McCarthy delves into the mechanics of what a bond is,
where bonds sit relative to TDs in the risk spectrum, market depth and the
variety of yields on offer. Investors will also be briefed on how the bond
market can be utilised as an asset liability matching tool for RAD and DAP cash
flow.
This is a must see session for CEO’s, CFO’s, Directors, Finance Managers and
other senior and executive management.
Register your attendance today!
EVENT DETAILS:
Date: Wednesday 27 September 2017
Time:
Registration: 10:00am - 10:30am
Workshop: 10:30am - 12:30pm
Venue: ACSA Training Room
Suite 604, Level 6
5 Rider Boulevard
Rhodes NSW 2138