FIIG’s flagship annual production for investors, the 2016 Smart Income Report, is now available
The eagerly awaited report, which draws on the expertise of the entire FIIG Research team, gives investors deep insight into all of the major issues they will need to understand to protect their portfolios and their income in the coming year.
Starting with a roundup of the world’s major economies, respected FIIG analysts including Craig Swanger, Alen Golubovic, Will Arnold and Elizabeth Moran examine the key investment themes that will dominate the year ahead.
These themes include the outlook for interest rates, rising global debt levels, the end of the equity bull market and the emerging currency wars.
The report then offers a detailed analysis of the Australian economy, including where we are in the credit cycle and the bright future of the aviation, tourism and education sectors.
Commodities and banks also receive detailed analysis with the best investment opportunities revealed.
Finally, the team lays out five investment strategies for the income seeking investor including the Safe Harbour, Conservative Global and Short China strategy.
To request your free copy of the 2016 Smart Income Report, please click the following link.
Please see an excerpt from the report below.
Strategy #4: Short China strategy (aka High yield foreign currency strategy)
Suits investors wanting to profit from a falling China
Likely to yield 4-7%pa
The Short China strategy is a higher risk/ higher income version of the Conservative global strategy.
The additional risk enables higher returns, but exposes the investor to more global economic risk than the Conservative global strategy.
This strategy would suit an investor with a view that the global economy will not go into a recession, but China will experience significant shorter term volatility.
This is our base case view.
This strategy does not require highly complex trading or derivatives.
A slowdown in China means a drop in the AUD is highly likely. So this strategy, like the Conservative global strategy deploys a “short AUD” approach, that is it invests in foreign currencies and therefore profits from a falling AUD.
For the full report please click here.