Understanding fixed income
The case for investing in fixed income
This case for investing document is a useful tool which can be used with clients to help explain the role fixed income plays in an investment portfolio. It also explains the benefits and risks of investing, and how fixed income compares to other asset classes.
This booklet and presentation pack with speaker notes have been produced for advisers who are looking for a more in-depth explanation of the asset class. The documents provide an overview of why an investor would invest in equities, their risk and return characteristics, how they fit into a broader portfolio, and how performance is measured.
Fixed income glossary
This glossary has been developed for advisers to help explain some of the more technical terms that may be encountered when investing in fixed income.
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