WEBCASTS
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.
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SUMMARY
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.
SPEAKERS
Edward Kerschner, CFA
Chief Portfolio StrategistColumbia Threadneedle Investments
Katherine Nuss, CFA
Client Portfolio Manager, Fixed IncomeColumbia Threadneedle Investments
Joe Mallen
Chief Investment OfficerHelios Quantitative Research
Jay McAndrew
National Sales Manager, Strategic BetaColumbia Threadneedle Investments
Tom Lydon
CEOETF Trends
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