After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting.
In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking about fixed income portfolios in today's market.
They look at the macro drivers shaping the yield curve, what the Fed's policy path could mean for investors and how to approach duration and credit exposure with care. The conversation also addresses why real yields remain positive and how bonds may once again play a meaningful role in long-term allocations.
Key discussion points include:
As Michael, Sam and Matt emphasize, fixed income may be more complex to manage than in recent years, but with selectivity, discipline and a long-term view, it can once again be a compelling part of investor portfolios.
If you'd like to explore what these shifts could mean for your own plan, just reach out, we're here to help.
Important Information:
The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.