Unconstrained bond funds are being pitched as a way around rising rates but they don’t seem to be holding up their end of the bargain very well; maybe it’s time to look at individual bonds. Read the article here >>>
While it might be tempting to start finagling with fixed-income allocations as the next rising-interest-rate cycle draws nearer, proponents of bond ladders say the tried-and-true strategy works in all cycles if safety is your guide. Read the article here >>>
In this article, Jeff Benjamin of InvestmentNews explores why financial advisers might benefit by looking once again to institutional investors for guidance with fixed income now that bond yields are poised for a cycle of rising interest rates. Read the article here >>>
In this interview, Jeff Benjamin of InvestmentNews sits down with Brent Burns of Asset Dedication to discuss how the impact of the Federal Reserve’s plan to start dialing back the five-year-long quantitative easing program will change the risk dynamics for bond fund investors and how now may be the right time to bail. Read the interview here >>>
In Jeff Benjamin’s article, Beauty of bonds lost in stampede to the exits, he talks about how investors are losing sight of the need for a volatility buffer and may be leaving bonds for far riskier bandwagons. In the process, Jeff quotes our own Brent Burns saying “For the folks who are really trying to find noncorrelated and less volatile investments, bonds fit that profile, and people own bonds because there is some kind of financial plan, whether it is stated or not,”. Read the full article here >>>