Posts Tagged ‘fixed income’

3 approaches to preparing a bond portfolio for rising interest rates

Bloomberg Barclays U.S. Aggregate Bond Index

Rising interest rates are not a reason to bail on bonds. Rather, it’s an opportunity to consider diversifying bond exposure.

February 1, 2018 Categories: Portfolio Corner

2017, The Answer to Why You Stay Invested

2017 proved to be a strong year for many investors, especially those with a diversified, global focus. Following is a quarter-by-quarter recap.

Jan 4, 2018 Categories: Portfolio Corner
Two plants of differing sizes, symbolizing differences from yield vs. total return approach

Tax-implications of yield vs. total return approaches to drawing income

Income-seeking investors face slim pickings in today’s low-yield environment. Make sure your clients aren’t reaching for yield beyond their risk tolerance and help them choose an investment approach designed to maximize their after-tax income.

Nov 30, 2017 Categories: Portfolio Corner, Tax Talk
Active vs Passive

Active vs. passive: Should you use both in fixed income?

The debate between active and passive management in fixed income continues. We take a look at both sides of the coin for investors.

Aug 1, 2017 Categories: Portfolio Corner
Something to write home about

Something to write home about: Emerging markets crushed U.S. stocks & bonds in 1H2017

The last 12 months have been rewarding for globally diversified investors who held onto their emerging markets exposure—and there may still be more rewards to come.

Jul 25, 2017 Categories: Portfolio Corner
Is now the time to reduce bond exposure?

Is now the time to reduce bond exposure?

Basic math suggests that selling out of bonds before interest rates rise is a no-brainer. If only it was that simple.

Jun 20, 2017 Categories: Portfolio Corner
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
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