Guggenheim Investments Managing Director William Belden joined ETF Trends Publisher Tom Lydon at the Morningstar Investment Conference in Chicago to discuss how advisors can plan for and cope with a rising interest rate environment.
“One of the beauties of the ETF wrapper is that it provides so many different tools an advisor can make use of to position client portfolios in an optimal way,” said Belden. “One of the things we see getting a lot of traction, particularly in a rising interest rate environment is our BulletShares suite of defined maturity ETFs.”
Due to their finite lifespan can help advisors position client portfolios to temper interest rate risk. Guggenheim has 18 BulletShares ETFs, 10 from holding investment-grade corporate bonds and eight holding high-yield debt. Over the past four years, Guggenheim has smoothly matured seven BulletShares funds.
“With each one, we’ve validated the concept and rewarded clients for investing in the fund,” said Belden.
BulletShares ETFs currently reach as far as maturities in 2024 in investment grade and 2022 for high-yield offerings.
Watch the video below to see the full interview.
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