A New Era for Fixed Income Investments

Low-interest rates not only negatively impact the future returns available from traditional fixed-income investments, but they also undercut their effectiveness in offsetting future equity market declines. These inconvenient truths suggest investors should think differently about the role of fixed income in diversified portfolio allocations. In this paper, we look at one potential allocation framework.

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In a period of ever rising equity markets, the emotional appeal to concentrate one’s portfolio in what has worked lately is strong. This often proves to be a poor long-term investment decision, as discussed in this thought piece.

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