Jon Sheridan

Jonathan Sheridan

Jon is the Chief Investment Strategist. A chartered accountant, Jon has been working in investment markets for over 15 years, mainly for global investment banks. Before joining FIIG, he had a short stint as a stay-at-home Dad. Most recently, he was a private banker at Credit Suisse, advising individuals and families on multi asset class investment strategies and opportunities. Jon joined FIIG in 2013, and now specialises in fixed income for private clients and leads that side of the business. 

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Just for starters - A beginner's bond portfolio

Investing in a DirectBond portfolio through FIIG means you will have control over what you invest in, when you buy and sell, access to daily pricing and market leading reporting. This note suggests a beginner’s portfolio that can be scaled up or down and meets my suggested 70% investment grade, 30% high yield allocation


The FIIG client experience

When investing, focus is typically placed on the particular security or portfolio and the associated risk and return, but equally as important is the total client experience. Here, we outline the many other unseen benefits that are afforded to FIIG clients.


Different portfolio strategies needed as you age

You’ve worked so hard to build your portfolio, but as you age, investment strategies may need to be revised from growing returns to protection of capital. Whether you’re a young investor or over the age of 65, here are some considerations to help you transition your portfolio through the years

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Comparisons to the GFC

Comparisons to the GFC – are we in the value zone and what are the opportunities? The speed and depth of the crash in risk markets over the last 2-3 weeks has surprised almost all market participants. This time was indeed different as it was triggered by a health issue, which we are all aware of, but was quickly followed by an oil price shock caused by the decision from Saudi Arabia and Russia not to co-operate and maintain oil prices by limiting supply

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