21 January 2025 - How & When to use Bonds    

Speaker -  Harrison Moore & Tim Larkworthy

In this age of uncertainty across the global economy, it is challenging for retirees to derive sensible investment opportunities that take the hassle out of investing when retired. Fixed income or “bonds” are an integral asset class for any retiree portfolio. Many people do not know how bonds work or how they fit into an investment portfolio.

This presentation will introduce

• fixed income or “bonds”
• provide an insight into the current bond market,
• explore the benefits of holding bonds in an SMSF or investment portfolio,
• outline the key differences between stocks and bonds,
• and explain how retirees can access bonds that protect capital and provide a reliable income stream in retirement.

Tim Larkworthy is an experienced financial market professional with a career that extends over 40 years with some of the most highly regarded financial institutions (including Macquarie Bank, Deutsche Bank, ANZ, and CIBC) - both in Australia and in New York. He has provided investment solutions to both institutional and retail clients across a broad array of financial markets products

Harrison Moore is a financial market professional with over five years experience.  He completed a Commerce degree in May 2022 and immediately commenced working in the FX and Global Markets trading division at Macquarie Bank. Since leaving Macquarie, he took up an interest in fixed income at BGC Fixed Income Solutions (FIS). He has been working at FIS for just under two years and has helped preserve his client's capital and deliver reliable income.

Guests are always welcome.