This material may contain “forward-looking” information that is Such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors,
Should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciaryĬapacity. Aggregate Index and S&P 500 Index was 0.31 Morningstar Direct, 10-year period ending. Aggregate Bond Index was derived from coupon return (as opposed to price appreciation).Ģ. Bloomberg, L.P., –, 99.8% of the annualized total return of the Bloomberg U.S. Naturally low-to-negative correlation to equities, 2ġ. And bondsĬontinue to anchor portfolios through their These higher yields make fixed income investmentsĪn important part of a portfolio. Since more than 95% of bond market returns areĭriven by income rather than price appreciation, 1 Aggregate Bond Index started 2023Īt a yield of 4.7%, the highest level since before the Substantial increase in interest rates over the Wait for a return to “normal”? Rising Treasury and attractive credit spreads have significantly enhanced income potentialīond yields are much more compelling with the
But when does anĪbundance of caution turn into missed opportunity? How long is too long to Rate environment rather than take on additional credit risk. Preferring to earn what looks like a decent yield in today’s higher interest Many wary investors are sitting on high levels of cash and cash equivalents,
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