Why Bonds Are More Compelling Than Ever

6–7% Bond Yields vs a 3.1% ASX Dividend — Why Fixed Income Is Back in the Conversation The US 10-year Treasury just broke above 5%, and headlines are calling it a warning sign.

FIIG's Jonathan Sheridan sees it differently — and argues bonds are now offering some of the most compelling income opportunities investors have seen in years. In this video, Jonathan breaks down: Why the Fed's hawkish tone matters more than the 5% headline number — and why we've been here before (10-year yields hit 5% in 2023 too, before falling to ~3.8% by year-end)

How Australian bonds are stacking up against equities — think 6–7% income potential vs. the ASX 200's ~3.1% dividend yield. 

Whether you're rethinking your income strategy or just trying to make sense of what rising yields mean for your portfolio, this is a sharp, no-fluff take on where the opportunities are right now.