The Perils of Passive with Global Bonds

The Perils of Passive with Global Bonds

by Erin Bigley

The quick fix for rising US interest rates is to go global with your bond portfolio. But not so quick! You’ve got to be choosy—and you can’t do that with a passive approach. You need flexibility with your exposures to take advantage of opportunities and manage downside risks.

Fixed Income


Likes 0
SHARE
Bookmarks
Global Equities: A Tug-of-War for Investor Sentiment
The First 100 (Trading) Days

The First 100 (Trading) Days

by Joseph G. Paul, Seth J. Masters, Matthew D. Palazzolo

Tomorrow, April 4, will be the 100th trading day for US stocks since Donald Trump was elected president of the US. The S&P 500 has returned 11.3% since the election, leading many to call the rally the “Trump Bump.” We think that improving economic growth and optimism about corporate profitability (not administration influence) are the main reasons for the rally. Read on, or listen to the podcast.

Wealth Management


Likes 0
SHARE
Bookmarks
Beware the Siren Song of Low Risk
Beyond Stocks and Bonds
Brexit Begins: What Next After Article 50?
Emerging Markets: Demographics is Destiny
Munis After Trump: Impact of Tax Reform
Why Passive Is a Risky Choice for Global Bonds

Why Passive Is a Risky Choice for Global Bonds

Passive global bond investors may be getting more than they bargained for—in terms of risk, that is. That’s because lower-yielding debt is overrepresented in the benchmark, providing less buffer—and passive investing locks other types of risk into the portfolio.

Fixed Income


Likes 1
SHARE
Bookmarks
Four Approaches to Responsible Investing
CITs: In the Sweet Spot for Improving DC Plans
Muni Credit Plays Defense When Rates Rise
Equities: Time to Get In? Out?
Back to a top