Targeting Income in the New Rate Regime

Sourcing income and managing potential income volatility in this new rate regime presents unprecedented challenges for investors.

In this upcoming webcast, Columbia Threadneedle and ETF Trends will dissect risks found in traditional market cap-weighted bond funds and outline an alternative methodology that could help financial advisors better mitigate potential risks ahead.

August 13, 2019
10am PST | 1pm EST
1 CE Credit
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Tom Lydon, CEO of ETF Trends moderates a discussion on:

  • An overview of the current fixed-income market environment
  • Explore the potential risks in utilizing a cap-weighted bond benchmark as an investment vehicle
  • Why Investors should consider a multi-sector bond strategy filtered for opportunity rather than indebtedness
  • Highlight an alternative fixed-income allocation methodology and its benefits in the current market

Not accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Edward Kerschner, CFA

Chief Portfolio Strategist
Columbia Threadneedle Investments

Katherine Nuss, CFA

Client Portfolio Manager, Fixed Income
Columbia Threadneedle Investments

Joe Mallen

Chief Investment Officer
Helios Quantitative Research

Jay McAndrew

National Sales Manager, Strategic Beta
Columbia Threadneedle Investments

Tom Lydon

ETF Trends

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