Building a balanced bond portfolio is a fundamentally important area but one that is all too often overlooked as portfolios are built up opportunistically.

Please join us for our online webinar on 9 April to learn how to build a balanced bond portfolio.

Over the past few years, conditions in bond markets have been relatively benign and allowed investors to supplement income returns with some healthy capital gains. Clearly these conditions have now ended abruptly, and this has no doubt called into question the core strength of many portfolios.

The seminar will give you tools to build a balanced bond portfolio, including:

  • The number and weighting of bonds in a portfolio
  • The split between rated and unrated bonds
  • The split between fixed, floating and inflation-linked bonds
  • Maturity profile
  • Foreign currency bonds

This seminar will be of particular interest to investors who have high exposure to unrated and sub-investment grade bonds. We look forward to seeing you online.

Jonathan Sheridan FIIG Securities

Presenter: Jonathan Sheridan, Chief Investment Strategist

Jon has been working in investment markets for over 15 years, mainly for global investment banks. This varied background gives him wide ranging interests, resulting in a broader market perspective and a non-traditional investment process. Prior to joining FIIG, he had a short stint as a stay-at-home Dad after being a private banker at Credit Suisse, advising individuals and families on multi asset class investment strategies and opportunities.