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Placing bonds front of mind for advisers

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Manage episode 507823877 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.

The dedicated educational series of expert insights and compelling discussion will help advisers understand how they can best utilise fixed income within their clients’ portfolios to meet their needs and help them achieve their financial goals.

In this podcast, join MFS’ managing director and head of wholesale distribution for Australia and New Zealand, James Langlands, as he interviews Evidentia senior asset consultant Ron Mehmet to discuss fixed income fund selection for advisers.

The pair also discuss:

  • Where to start when researching fixed income.
  • What advisers should look for in a public fixed income fund.
  • Differentiating between different types of bond offerings.
  • Common misconceptions made during fund selection.
  • The diversification benefits from fixed income for client portfolios.
  continue reading

332 episodes

Artwork
iconShare
 
Manage episode 507823877 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.

The dedicated educational series of expert insights and compelling discussion will help advisers understand how they can best utilise fixed income within their clients’ portfolios to meet their needs and help them achieve their financial goals.

In this podcast, join MFS’ managing director and head of wholesale distribution for Australia and New Zealand, James Langlands, as he interviews Evidentia senior asset consultant Ron Mehmet to discuss fixed income fund selection for advisers.

The pair also discuss:

  • Where to start when researching fixed income.
  • What advisers should look for in a public fixed income fund.
  • Differentiating between different types of bond offerings.
  • Common misconceptions made during fund selection.
  • The diversification benefits from fixed income for client portfolios.
  continue reading

332 episodes

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