April 2024: Cash v Bonds v Equities Webinar

Compass Private Wealth April 2024 Cash vs Bonds vs Equities Webinar

In this Webinar, Jonathan Sheahan discussed one of the most timeless and fundamental asset allocation decisions that investors face: how best to allocate capital between Cash, Bonds & Equities.. This discussion looked at the key pros and cons of Cash, Bonds & Equities in the context of the current economic & market environment. Specifically, the following topics were looked at in detail:

• The basic Risk v Return factors for each of the 3 asset classes

• Impacts of Inflationary pressures on each

• The current Interest Rate environment and what income yields we can expect from interest on deposits, coupons on bonds and dividends on equities

• The pros and cons of each of these asset classes for the various Investment Structures i.e. Personally v Pensions / ARF v Corporate v Family Partnership 

• The tax implications when investing in each asset class

• The Outlook for these Asset Classes for the next 12 months

Please contact us if you would like a copy of the Presentation slides from this meeting.