Search by ticker code:
Generic filters

💰 Bond funds, term deposits & defensive alternatives | Passive Income [2/5]

Part 2/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.

Owen and Drew make the case for bonds, why owning term deposits works and explore the world of “alternative defensive” assets.

Listen to the Podcast

Video version available now


Topics covered in Part 1 include:

  • What are the 3 most common types of bonds (and bond funds) and what’s their place in a portfolio?
  • 5 factors to know when studying a bond fund
  • Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in?
  • Commercial real estate debt
  • Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF)
  • REITs, like Goodman Group (ASX: GMG)
  • Cash or term deposits (TDs), for example with Macquarie Bank
  • Drew’s favourite bond managers
  • Active versus passive in bonds
  • Warren Buffett’s 90/10 (stocks/bonds) strategy – does it work?


If you're anything like me, you might be thinking now is a good time to have cash 'sitting on the sidelines'.

Whether you have $2,000 or $50,000, our new analyst report has 11 stock ideas could help transform your portfolio INSTANTLY. Right now, you can get the full analyst report emailed to you for FREE by CLICKING HERE NOW or the button below.

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.