Description
U.S. fixed income just arguably had its worst year on record in 2022, and this course will discuss the outlook for this year and how investors can use specific solutions in their bond portfolio. The rise in rates has created a setting where yields have risen to levels that a generation of advisors and investors have not seen before. As a result, questions can arise as to best utilize fixed income in a portfolio in an investment environment that many may not be familiar with. This course will discuss the time-tested fixed income investment strategy known as the ‘barbell’ which theoretically allows investors to invest without making a specific rate call.
Learning Objectives
1. This course will instruct participants of what strategies can be used in fixed income for differing interest rate settings.
2. This course will instruct participants of what factors to look for when investing in a bond portfolio.
3. This course will instruct investors on the time-tested barbell fixed income strategy for both rate and credit trends.