Fixed income has seen numerous changes recently. First the 60/40 portfolio was dead. Then it was alive and healthier than ever. Rates continue to vex investors. In short, this is a market unlike anything investors have seen in the past 15 years.
Fortunately, there are opportunities for savvy investors. Join the experts at State Street Global Advisors, Market Guard and Clark Capital Management as they unpack the state of the bond market and outline strategies for building a fixed income portfolio that can be durable in 2024 and beyond.
An overview of fixed in dynamics in today’s market.
A primer on tax loss harvesting strategies.
A strategic outlook on how to build a bond portfolio for 2024 and beyond.
Accepted for one hour of CFP/IWI/The American College Board 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.
Matthew Bartolini, CFA, CAIA
Head of SPDR® Americas Research
State Street Global Advisors
Bradley Jenkins, CFP
CEO and CIO
Sean Clark, CFA
Clark Capital Management
Head of Research
For Investment Professional Use Only.
Important Risk Information
Investing involves risk including the risk of loss of principal.
This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.
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