Cashing Out: Getting Clients off the Sidelines
Bonds may be back, but many clients are still sitting on piles of cash and CDs. What’s not well known is that returns for money markets and CDs could decline precipitously if—or when—the Fed cuts rates. To help clients think ahead, it’s time to start repositioning portfolios to help adhere to the old adage of “buy low and sell high.”
Register now to hear where AB’s fixed-income portfolio managers are finding compelling opportunities.
Topics will include:
- Defining why money market funds are not risk-free
- How adding duration can help investors stop fighting yesterday’s problems—and help maintain returns and pricing power moving ahead
- Detailing the compelling case for owning credit, but why it’s critical to own it the right way
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.
AJ Rivers, CFA, FRM, CAIAHead—US Retail Fixed Income Business Development
Will Smith, CFADirector—US High Yield
Fahd MalikPortfolio Manager—Income Strategies